Tandem Wealth Advisors LLC AGG Holdings History
Tandem Wealth Advisors LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Tandem Wealth Advisors LLC held 395,718.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $39.13 Mil. This investment constitutes 20.47% of their stock portfolio, and Tandem Wealth Advisors LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then Tandem Wealth Advisors LLC has made 9 purchases of AGG, at an average price of $96.31, for a total of 395,718.00 shares. Based on historical transaction data and AGG's current price of $97.99, Tandem Wealth Advisors LLC's estimated gain on his AGG holdings is $665,656.65, reflecting a 1.75% gain to date.
Tandem Wealth Advisors LLC AGG ($97.99) Holding Chart
Tandem Wealth Advisors LLC AGG ($97.99) 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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