Shakespeare Wealth Management, LLC AGG Holdings History
Shakespeare Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Shakespeare Wealth Management, LLC held 306,737.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $30.34 Mil. This investment constitutes 8.12% of their stock portfolio, and Shakespeare Wealth Management, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q3. And since then Shakespeare Wealth Management, LLC has made 23 purchases of AGG, at an average price of $107.97, for a total of 464,825.00 shares. In addition, there have been 4 sales at an average price of $108.17 for 158,088.00 shares. Based on historical transaction data and AGG's current price of $98.60, Shakespeare Wealth Management, LLC's estimated gain on his AGG holdings is $-2.84 Mil, reflecting a -5.66% gain to date.
Shakespeare Wealth Management, LLC AGG ($98.60) Holding Chart
Shakespeare Wealth Management, LLC AGG ($98.60) 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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