Walker Financial Services, Inc. AGG Holdings History
Walker Financial Services, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Walker Financial Services, Inc. held 457,781.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $45.41 Mil. This investment constitutes 20.64% of their stock portfolio, and Walker Financial Services, Inc. now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q1. And since then Walker Financial Services, Inc. has made 6 purchases of AGG, at an average price of $98.03, for a total of 457,781.00 shares. Based on historical transaction data and AGG's current price of $98.11, Walker Financial Services, Inc.'s estimated gain on his AGG holdings is $35,258.16, reflecting a 0.08% gain to date.
Walker Financial Services, Inc. AGG ($98.11) Holding Chart
Walker Financial Services, Inc. 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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