Simplify Asset Management Inc. AGG Holdings History
Simplify Asset Management Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Simplify Asset Management Inc. held 3.05 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $301.39 Mil. This investment constitutes 11.29% of their stock portfolio, and Simplify Asset Management Inc. now holds 0.24% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q1. And since then Simplify Asset Management Inc. has made 10 purchases of AGG, at an average price of $97.58, for a total of 3.35 Mil shares. In addition, there have been 3 sales at an average price of $99.57 for 304,825.00 shares. Based on historical transaction data and AGG's current price of $97.96, Simplify Asset Management Inc.'s estimated gain on his AGG holdings is $1.76 Mil, reflecting a 0.54% gain to date.
Simplify Asset Management Inc. AGG ($97.96) Holding Chart
Simplify Asset Management Inc. AGG ($97.96) 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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