PDS Planning, Inc AGG Holdings History
PDS Planning, Inc's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 700,903.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $69.33 Mil. This investment constitutes 5.84% of their stock portfolio, and PDS Planning, Inc now holds 0.06% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then PDS Planning, Inc has made 24 purchases of AGG, at an average price of $105.18, for a total of 701,179.00 shares. In addition, there have been 2 sales at an average price of $111.94 for 276.00 shares. Based on historical transaction data and AGG's current price of $98.11, PDS Planning, Inc's estimated gain on his AGG holdings is $-4.95 Mil, reflecting a -6.72% gain to date.
PDS Planning, Inc AGG ($98.11) Holding Chart
PDS Planning, Inc 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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