REGIMEN WEALTH, LLC AGG Holdings History
REGIMEN WEALTH, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, REGIMEN WEALTH, LLC held 186,965.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $18.50 Mil. This investment constitutes 5.95% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then REGIMEN WEALTH, LLC has made 9 purchases of AGG, at an average price of $98.02, for a total of 186,965.00 shares. Based on historical transaction data and AGG's current price of $98.11, REGIMEN WEALTH, LLC's estimated gain on his AGG holdings is $16,640.57, reflecting a 0.09% gain to date.
REGIMEN WEALTH, LLC AGG ($98.11) Holding Chart
REGIMEN WEALTH, LLC 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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