RWA WEALTH PARTNERS, LLC AGG Holdings History
RWA WEALTH PARTNERS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 4.92 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $486.33 Mil. This investment constitutes 6.13% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.39% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then RWA WEALTH PARTNERS, LLC has made 10 purchases of AGG, at an average price of $98.16, for a total of 5.17 Mil shares. In addition, there have been 13 sales at an average price of $108.91 for 256,195.00 shares. Based on historical transaction data and AGG's current price of $98.29, RWA WEALTH PARTNERS, LLC's estimated gain on his AGG holdings is $3.39 Mil, reflecting a 0.67% gain to date.
RWA WEALTH PARTNERS, LLC AGG ($98.29) Holding Chart
RWA WEALTH PARTNERS, LLC AGG ($98.29) 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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