Onyx Bridge Wealth Group LLC AGG Holdings History
Onyx Bridge Wealth Group LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 219,264.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $21.69 Mil. This investment constitutes 3.11% of their stock portfolio, and Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group LLC has made 9 purchases of AGG, at an average price of $108.35, for a total of 408,729.00 shares. In addition, there have been 8 sales at an average price of $105.03 for 189,465.00 shares. Based on historical transaction data and AGG's current price of $98.11, Onyx Bridge Wealth Group LLC's estimated gain on his AGG holdings is $-2.87 Mil, reflecting a -6.49% gain to date.
Onyx Bridge Wealth Group LLC AGG ($98.11) Holding Chart
Onyx Bridge Wealth Group LLC AGG ($98.11) 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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