North Berkeley Wealth Management, LLC AGG Holdings History
Number of Shares
17,359.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
1.71%
Total Estimate Gain
$-2,777.44
% of Total Estimate Gain
-0.16%
North Berkeley Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 17,359.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.68 Mil. This investment constitutes 1.71% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AGG's current price of $98.29, North Berkeley Wealth Management, LLC's estimated gain on his AGG holdings is $-2,777.44, reflecting a -0.16% gain to date.
North Berkeley Wealth Management, LLC AGG ($98.29) Holding Chart
North Berkeley Wealth Management, LLC AGG ($98.29) 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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