Quotient Wealth Partners, LLC AGG Holdings History
Quotient Wealth Partners, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 2.02 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $199.44 Mil. This investment constitutes 6.37% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.16% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of AGG, at an average price of $95.84, for a total of 2.45 Mil shares. In addition, there have been 1 sales at an average price of $97.76 for 430,995.00 shares. Based on historical transaction data and AGG's current price of $98.07, Quotient Wealth Partners, LLC's estimated gain on his AGG holdings is $5.32 Mil, reflecting a 2.27% gain to date.
Quotient Wealth Partners, LLC AGG ($98.07) Holding Chart
Quotient Wealth Partners, LLC AGG ($98.07) 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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