Strategic Financial Concepts, LLC AGG Holdings History
Strategic Financial Concepts, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 42,662.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.22 Mil. This investment constitutes 0.79% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 5 purchases of AGG, at an average price of $96.61, for a total of 1.95 Mil shares. In addition, there have been 3 sales at an average price of $99.71 for 1.90 Mil shares. Based on historical transaction data and AGG's current price of $98.57, Strategic Financial Concepts, LLC's estimated gain on his AGG holdings is $5.97 Mil, reflecting a 3.18% gain to date.
Strategic Financial Concepts, LLC AGG ($98.57) Holding Chart
Strategic Financial Concepts, LLC AGG ($98.57) 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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