TRUSTCORE FINANCIAL SERVICES, LLC AGG Holdings History
TRUSTCORE FINANCIAL SERVICES, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2022-12-31, TRUSTCORE FINANCIAL SERVICES, LLC held 331,232.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $32.13 Mil. This investment constitutes 2.83% of their stock portfolio, and TRUSTCORE FINANCIAL SERVICES, LLC now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q1. And since then TRUSTCORE FINANCIAL SERVICES, LLC has made 11 purchases of AGG, at an average price of $104.09, for a total of 425,292.00 shares. In addition, there have been 4 sales at an average price of $99.30 for 94,060.00 shares. Based on historical transaction data and AGG's current price of $98.05, TRUSTCORE FINANCIAL SERVICES, LLC's estimated gain on his AGG holdings is $-2.45 Mil, reflecting a -5.54% gain to date.
TRUSTCORE FINANCIAL SERVICES, LLC AGG ($98.05) Holding Chart
TRUSTCORE FINANCIAL SERVICES, 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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