Sharp Financial Services, LLC AGG Holdings History
Sharp Financial Services, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held 99,689.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.86 Mil. This investment constitutes 7.55% of their stock portfolio, and Sharp Financial Services, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Sharp Financial Services, LLC has made 3 purchases of AGG, at an average price of $96.18, for a total of 101,453.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 1,764.00 shares. Based on historical transaction data and AGG's current price of $98.11, Sharp Financial Services, LLC's estimated gain on his AGG holdings is $194,801.36, reflecting a 2.00% gain to date.
Sharp Financial Services, LLC AGG ($98.11) Holding Chart
Sharp Financial Services, LLC AGG ($98.11) 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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