STRATEGIC INVESTMENT MANAGEMENT, LLC AGG Holdings History
STRATEGIC INVESTMENT MANAGEMENT, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, STRATEGIC INVESTMENT MANAGEMENT, LLC held 344,400.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $34.07 Mil. This investment constitutes 13.68% of their stock portfolio, and STRATEGIC INVESTMENT MANAGEMENT, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q2. And since then STRATEGIC INVESTMENT MANAGEMENT, LLC has made 3 purchases of AGG, at an average price of $108.56, for a total of 2.04 Mil shares. In addition, there have been 2 sales at an average price of $112.07 for 1.70 Mil shares. Based on historical transaction data and AGG's current price of $98.57, STRATEGIC INVESTMENT MANAGEMENT, LLC's estimated gain on his AGG holdings is $2.52 Mil, reflecting a 1.14% gain to date.
STRATEGIC INVESTMENT MANAGEMENT, LLC AGG ($98.57) Holding Chart
STRATEGIC INVESTMENT MANAGEMENT, LLC AGG ($98.57) 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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