Truadvice, LLC AGG Holdings History
Truadvice, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-09-30, Truadvice, LLC held 44,992.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $4.23 Mil. This investment constitutes 1.73% of their stock portfolio, and Truadvice, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q2. And since then Truadvice, LLC has made 3 purchases of AGG, at an average price of $98.71, for a total of 105,889.00 shares. In addition, there have been 3 sales at an average price of $98.57 for 60,897.00 shares. Based on historical transaction data and AGG's current price of $98.35, Truadvice, LLC's estimated gain on his AGG holdings is $-24,391.16, reflecting a -0.23% gain to date.
Truadvice, LLC AGG ($98.35) Holding Chart
Truadvice, LLC AGG ($98.35) 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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