REDW Wealth LLC AGG Holdings History
REDW Wealth LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, REDW Wealth LLC held 83,355.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.25 Mil. This investment constitutes 3.07% of their stock portfolio, and REDW Wealth LLC 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 REDW Wealth LLC has made 7 purchases of AGG, at an average price of $98.91, for a total of 91,133.00 shares. In addition, there have been 5 sales at an average price of $99.29 for 7,778.00 shares. Based on historical transaction data and AGG's current price of $98.47, REDW Wealth LLC's estimated gain on his AGG holdings is $-33,543.39, reflecting a -0.37% gain to date.
REDW Wealth LLC AGG ($98.47) Holding Chart
REDW Wealth LLC AGG ($98.47) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
