Peak Financial Management, Inc. AGG Holdings History
Peak Financial Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Peak Financial Management, Inc. held 112,719.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.18 Mil. This investment constitutes 3.18% of their stock portfolio, and Peak Financial Management, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Peak Financial Management, Inc. has made 17 purchases of AGG, at an average price of $107.20, for a total of 158,696.00 shares. In addition, there have been 12 sales at an average price of $103.77 for 45,977.00 shares. Based on historical transaction data and AGG's current price of $98.29, Peak Financial Management, Inc.'s estimated gain on his AGG holdings is $-1.16 Mil, reflecting a -6.83% gain to date.
Peak Financial Management, Inc. AGG ($98.29) Holding Chart
Peak Financial Management, Inc. AGG ($98.29) 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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