Octavia Wealth Advisors, LLC AGG Holdings History
Octavia Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 250,056.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $24.81 Mil. This investment constitutes 2.82% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 10 purchases of AGG, at an average price of $98.12, for a total of 257,412.00 shares. In addition, there have been 6 sales at an average price of $103.81 for 7,356.00 shares. Based on historical transaction data and AGG's current price of $98.49, Octavia Wealth Advisors, LLC's estimated gain on his AGG holdings is $133,584.88, reflecting a 0.53% gain to date.
Octavia Wealth Advisors, LLC AGG ($98.49) Holding Chart
Octavia Wealth Advisors, LLC AGG ($98.49) 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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