Navigation Wealth Management, Inc. AGG Holdings History
Navigation Wealth Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Navigation Wealth Management, Inc. held 14,257.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.41 Mil. This investment constitutes 2.08% 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 2 purchases of AGG, at an average price of $97.96, for a total of 14,257.00 shares. Based on historical transaction data and AGG's current price of $97.93, Navigation Wealth Management, Inc.'s estimated gain on his AGG holdings is $-443.59, reflecting a -0.03% gain to date.
Navigation Wealth Management, Inc. AGG ($97.93) Holding Chart
Navigation Wealth Management, Inc. AGG ($97.93) 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 % | |||
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