Richard W. Paul & Associates, LLC AGG Holdings History
Richard W. Paul & Associates, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 120,280.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.90 Mil. This investment constitutes 4.67% of their stock portfolio, and Richard W. Paul & Associates, 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 Richard W. Paul & Associates, LLC has made 8 purchases of AGG, at an average price of $97.27, for a total of 120,466.00 shares. In addition, there have been 1 sales at an average price of $98.35 for 186.00 shares. Based on historical transaction data and AGG's current price of $97.75, Richard W. Paul & Associates, LLC's estimated gain on his AGG holdings is $57,982.32, reflecting a 0.49% gain to date.
Richard W. Paul & Associates, LLC AGG ($97.75) Holding Chart
Richard W. Paul & Associates, LLC AGG ($97.75) 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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