REBALANCE, LLC AGG Holdings History
REBALANCE, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, REBALANCE, LLC held 1.30 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $128.86 Mil. This investment constitutes 8.76% of their stock portfolio, and REBALANCE, LLC now holds 0.1% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then REBALANCE, LLC has made 10 purchases of AGG, at an average price of $96.81, for a total of 1.30 Mil shares. Based on historical transaction data and AGG's current price of $98.34, REBALANCE, LLC's estimated gain on his AGG holdings is $2.00 Mil, reflecting a 1.59% gain to date.
REBALANCE, LLC AGG ($98.34) Holding Chart
REBALANCE, LLC AGG ($98.34) 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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