Resource Planning Group AGG Holdings History
Resource Planning Group's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-12-31, Resource Planning Group held 190,298.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $18.87 Mil. This investment constitutes 11.99% of their stock portfolio, and Resource Planning Group now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q3. And since then Resource Planning Group has made 9 purchases of AGG, at an average price of $106.21, for a total of 463,396.00 shares. In addition, there have been 12 sales at an average price of $105.86 for 273,098.00 shares. Based on historical transaction data and AGG's current price of $98.64, Resource Planning Group's estimated gain on his AGG holdings is $-1.54 Mil, reflecting a -3.13% gain to date.
Resource Planning Group AGG ($98.64) Holding Chart
Resource Planning Group AGG ($98.64) 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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