Sound Financial Strategies Group, LLC AGG Holdings History
Sound Financial Strategies Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Sound Financial Strategies Group, LLC held 153,682.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.20 Mil. This investment constitutes 13.57% of their stock portfolio, and Sound Financial Strategies Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then Sound Financial Strategies Group, LLC has made 6 purchases of AGG, at an average price of $106.69, for a total of 832,488.00 shares. In addition, there have been 10 sales at an average price of $112.37 for 678,806.00 shares. Based on historical transaction data and AGG's current price of $98.12, Sound Financial Strategies Group, LLC's estimated gain on his AGG holdings is $2.54 Mil, reflecting a 2.86% gain to date.
Sound Financial Strategies Group, LLC AGG ($98.12) Holding Chart
Sound Financial Strategies Group, LLC AGG ($98.12) 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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