Thrive Wealth Management, LLC AGG Holdings History
Thrive Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 30,488.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.02 Mil. This investment constitutes 0.49% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q1. And since then Thrive Wealth Management, LLC has made 4 purchases of AGG, at an average price of $99.93, for a total of 51,456.00 shares. In addition, there have been 3 sales at an average price of $98.65 for 20,968.00 shares. Based on historical transaction data and AGG's current price of $98.05, Thrive Wealth Management, LLC's estimated gain on his AGG holdings is $-84,361.98, reflecting a -1.64% gain to date.
Thrive Wealth Management, LLC AGG ($98.05) Holding Chart
Thrive Wealth Management, 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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