Spectrum Investment Advisors, Inc. AGG Holdings History
Spectrum Investment Advisors, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Spectrum Investment Advisors, Inc. held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Spectrum Investment Advisors, Inc. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Spectrum Investment Advisors, Inc. has made 2 purchases of AGG, at an average price of $95.58, for a total of 51,337.00 shares. In addition, there have been 3 sales at an average price of $98.39 for 51,337.00 shares. Based on historical transaction data and AGG's current price of $98.11, Spectrum Investment Advisors, Inc.'s estimated gain on his AGG holdings is $144,284.46, reflecting a 2.94% gain to date.
Spectrum Investment Advisors, Inc. AGG ($98.11) Holding Chart
Spectrum Investment Advisors, Inc. 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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