UNIQUE WEALTH, LLC AGG Holdings History
UNIQUE WEALTH, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, UNIQUE WEALTH, LLC held 288,568.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $28.55 Mil. This investment constitutes 5.39% of their stock portfolio, and UNIQUE WEALTH, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then UNIQUE WEALTH, LLC has made 9 purchases of AGG, at an average price of $97.34, for a total of 288,568.00 shares. Based on historical transaction data and AGG's current price of $98.11, UNIQUE WEALTH, LLC's estimated gain on his AGG holdings is $222,061.83, reflecting a 0.79% gain to date.
UNIQUE WEALTH, LLC AGG ($98.11) Holding Chart
UNIQUE 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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