Smartleaf Asset Management LLC AGG Holdings History
Smartleaf Asset Management LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Smartleaf Asset Management LLC held 67,990.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.71 Mil. This investment constitutes 0.65% of their stock portfolio, and Smartleaf Asset Management 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 Smartleaf Asset Management LLC has made 4 purchases of AGG, at an average price of $97.33, for a total of 78,010.00 shares. In addition, there have been 1 sales at an average price of $99.77 for 10,020.00 shares. Based on historical transaction data and AGG's current price of $98.11, Smartleaf Asset Management LLC's estimated gain on his AGG holdings is $77,093.73, reflecting a 1.02% gain to date.
Smartleaf Asset Management LLC AGG ($98.11) Holding Chart
Smartleaf Asset Management 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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