Navigation Wealth Management, Inc. AGG Holdings History
Navigation Wealth Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Navigation Wealth Management, Inc. held 2,310.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $228,580.00. This investment constitutes 0.35% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2025Q1. And since then Navigation Wealth Management, Inc. has made 1 purchases of AGG, at an average price of $97.76, for a total of 2,310.00 shares. Based on historical transaction data and AGG's current price of $98.47, Navigation Wealth Management, Inc.'s estimated gain on his AGG holdings is $1,640.10, reflecting a 0.73% gain to date.
Navigation Wealth Management, Inc. AGG ($98.47) Holding Chart
Navigation Wealth Management, Inc. AGG ($98.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
