Smith & Howard Wealth Management, LLC AGG Holdings History
Smith & Howard Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Smith & Howard Wealth Management, LLC held 138,548.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.74 Mil. This investment constitutes 3.48% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then Smith & Howard Wealth Management, LLC has made 20 purchases of AGG, at an average price of $103.75, for a total of 763,488.00 shares. In addition, there have been 7 sales at an average price of $98.76 for 624,940.00 shares. Based on historical transaction data and AGG's current price of $98.47, Smith & Howard Wealth Management, LLC's estimated gain on his AGG holdings is $-3.85 Mil, reflecting a -4.86% gain to date.
Smith & Howard Wealth Management, LLC AGG ($98.47) Holding Chart
Smith & Howard Wealth Management, LLC AGG ($98.47) 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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