STONEHAVEN WEALTH & TAX SOLUTIONS, LLC AGG Holdings History
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 74,452.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.36 Mil. This investment constitutes 7.78% of their stock portfolio, and STONEHAVEN WEALTH & TAX SOLUTIONS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then STONEHAVEN WEALTH & TAX SOLUTIONS, LLC has made 1 purchases of AGG, at an average price of $98.30, for a total of 74,452.00 shares. Based on historical transaction data and AGG's current price of $97.99, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's estimated gain on his AGG holdings is $-23,302.11, reflecting a -0.32% gain to date.
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC AGG ($97.99) Holding Chart
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC AGG ($97.99) 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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