Snider Financial Group AGG Holdings History
Snider Financial Group's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Snider Financial Group held 223,862.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $22.14 Mil. This investment constitutes 7.2% of their stock portfolio, and Snider Financial Group now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q2. And since then Snider Financial Group has made 9 purchases of AGG, at an average price of $105.62, for a total of 319,458.00 shares. In addition, there have been 6 sales at an average price of $96.56 for 95,596.00 shares. Based on historical transaction data and AGG's current price of $98.35, Snider Financial Group's estimated gain on his AGG holdings is $-2.49 Mil, reflecting a -7.39% gain to date.
Snider Financial Group AGG ($98.35) Holding Chart
Snider Financial Group AGG ($98.35) 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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