Somnio Financial Group, LLC AGG Holdings History
Somnio Financial Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, Somnio Financial Group, LLC held 112,975.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.95 Mil. This investment constitutes 8.76% of their stock portfolio, and Somnio Financial Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q2. And since then Somnio Financial Group, LLC has made 2 purchases of AGG, at an average price of $96.77, for a total of 112,975.00 shares. Based on historical transaction data and AGG's current price of $98.05, Somnio Financial Group, LLC's estimated gain on his AGG holdings is $144,802.64, reflecting a 1.32% gain to date.
Somnio Financial Group, LLC AGG ($98.05) Holding Chart
Somnio Financial Group, LLC AGG ($98.05) 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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