WATERSHED PRIVATE WEALTH LLC AGG Holdings History
WATERSHED PRIVATE WEALTH LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, WATERSHED PRIVATE WEALTH LLC held 167,754.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.59 Mil. This investment constitutes 6.63% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 5 purchases of AGG, at an average price of $97.83, for a total of 213,293.00 shares. In addition, there have been 4 sales at an average price of $98.27 for 45,539.00 shares. Based on historical transaction data and AGG's current price of $98.35, WATERSHED PRIVATE WEALTH LLC's estimated gain on his AGG holdings is $107,109.68, reflecting a 0.51% gain to date.
WATERSHED PRIVATE WEALTH LLC AGG ($98.35) Holding Chart
WATERSHED PRIVATE WEALTH 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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