SYM FINANCIAL Corp AGG Holdings History

Number of Shares
133,148.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
1.62%
Total Estimate Gain
$-3.81 Mil
% of Total Estimate Gain
-8.35%

SYM FINANCIAL Corp's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, SYM FINANCIAL Corp held 133,148.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.17 Mil. This investment constitutes 1.62% of their stock portfolio, and SYM FINANCIAL Corp now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q2. And since then SYM FINANCIAL Corp has made 16 purchases of AGG, at an average price of $106.93, for a total of 427,053.00 shares. In addition, there have been 12 sales at an average price of $97.78 for 293,905.00 shares. Based on historical transaction data and AGG's current price of $98.49, SYM FINANCIAL Corp's estimated gain on his AGG holdings is $-3.81 Mil, reflecting a -8.35% gain to date.

SYM FINANCIAL Corp AGG ($98.49) Holding Chart

SYM FINANCIAL Corp AGG ($98.49) 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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