Transform Wealth, LLC AGG Holdings History
Transform Wealth, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 318,010.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $31.46 Mil. This investment constitutes 1.91% of their stock portfolio, and Transform Wealth, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then Transform Wealth, LLC has made 10 purchases of AGG, at an average price of $98.28, for a total of 322,300.00 shares. In addition, there have been 1 sales at an average price of $98.35 for 4,290.00 shares. Based on historical transaction data and AGG's current price of $98.11, Transform Wealth, LLC's estimated gain on his AGG holdings is $-52,948.22, reflecting a -0.17% gain to date.
Transform Wealth, LLC AGG ($98.11) Holding Chart
Transform Wealth, LLC 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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