PRINCIPAL SECURITIES, INC. AGG Holdings History
PRINCIPAL SECURITIES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 1.05 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $101.98 Mil. This investment constitutes 2.28% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 0.08% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 4 purchases of AGG, at an average price of $95.40, for a total of 1.15 Mil shares. In addition, there have been 1 sales at an average price of $97.87 for 96,598.00 shares. Based on historical transaction data and AGG's current price of $98.11, PRINCIPAL SECURITIES, INC.'s estimated gain on his AGG holdings is $3.10 Mil, reflecting a 2.82% gain to date.
PRINCIPAL SECURITIES, INC. AGG ($98.11) Holding Chart
PRINCIPAL SECURITIES, 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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