RETIREMENT CAPITAL STRATEGIES AGG Holdings History
RETIREMENT CAPITAL STRATEGIES's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 100,605.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.95 Mil. This investment constitutes 3.89% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES 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 RETIREMENT CAPITAL STRATEGIES has made 6 purchases of AGG, at an average price of $104.34, for a total of 414,600.00 shares. In addition, there have been 4 sales at an average price of $103.38 for 313,995.00 shares. Based on historical transaction data and AGG's current price of $98.11, RETIREMENT CAPITAL STRATEGIES's estimated gain on his AGG holdings is $-929,045.88, reflecting a -2.15% gain to date.
RETIREMENT CAPITAL STRATEGIES AGG ($98.11) Holding Chart
RETIREMENT CAPITAL STRATEGIES 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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