SYM FINANCIAL Corp AGG Holdings History
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 $98.04, SYM FINANCIAL Corp's estimated gain on his AGG holdings is $-3.87 Mil, reflecting a -8.48% gain to date.
SYM FINANCIAL Corp AGG ($98.04) Holding Chart
SYM FINANCIAL Corp AGG ($98.04) 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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