PALLADIEM, LLC AGG Holdings History
PALLADIEM, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-09-30, PALLADIEM, LLC held 65,690.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.18 Mil. This investment constitutes 6.67% of their stock portfolio, and PALLADIEM, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q4. And since then PALLADIEM, LLC has made 2 purchases of AGG, at an average price of $98.54, for a total of 114,402.00 shares. In addition, there have been 4 sales at an average price of $98.44 for 48,712.00 shares. Based on historical transaction data and AGG's current price of $98.11, PALLADIEM, LLC's estimated gain on his AGG holdings is $-33,382.25, reflecting a -0.30% gain to date.
PALLADIEM, LLC AGG ($98.11) Holding Chart
PALLADIEM, 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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