Sheets Smith Investment Management AGG Holdings History
Sheets Smith Investment Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Sheets Smith Investment Management held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sheets Smith Investment Management now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then Sheets Smith Investment Management has made 1 purchases of AGG, at an average price of $98.45, for a total of 24,469.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 24,469.00 shares. Based on historical transaction data and AGG's current price of $98.49, Sheets Smith Investment Management's estimated gain on his AGG holdings is $-16,883.61, reflecting a -0.70% gain to date.
Sheets Smith Investment Management AGG ($98.49) Holding Chart
Sheets Smith Investment Management 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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