OAK HARBOR WEALTH PARTNERS, LLC AGG Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 169,627.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.78 Mil. This investment constitutes 4.8% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 11 purchases of AGG, at an average price of $102.28, for a total of 172,881.00 shares. In addition, there have been 2 sales at an average price of $95.68 for 3,254.00 shares. Based on historical transaction data and AGG's current price of $98.29, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his AGG holdings is $-697,435.17, reflecting a -3.94% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC AGG ($98.29) Holding Chart
OAK HARBOR WEALTH PARTNERS, 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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