Olde Wealth Management, LLC EAGG Holdings History
Olde Wealth Management, LLC's iShares ESG Aware U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 377,333.00 shares of iShares ESG Aware U.S. Aggregate Bond ETF(EAGG), totaling $17.92 Mil. This investment constitutes 6.32% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.47% of the outstanding iShares ESG Aware U.S. Aggregate Bond ETF(EAGG) stock.
The initial trade took place in 2021Q2. And since then Olde Wealth Management, LLC has made 13 purchases of EAGG, at an average price of $51.49, for a total of 480,986.00 shares. In addition, there have been 3 sales at an average price of $47.86 for 103,653.00 shares. Based on historical transaction data and EAGG's current price of $47.02, Olde Wealth Management, LLC's estimated gain on his EAGG holdings is $-2.06 Mil, reflecting a -8.32% gain to date.
Olde Wealth Management, LLC EAGG ($47.02) Holding Chart
Olde Wealth Management, LLC EAGG ($47.02) 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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