Wayfinding Financial, LLC AGG Holdings History
Wayfinding Financial, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Wayfinding Financial, LLC held 63,871.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.32 Mil. This investment constitutes 2.77% of their stock portfolio, and Wayfinding Financial, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q1. And since then Wayfinding Financial, LLC has made 7 purchases of AGG, at an average price of $97.09, for a total of 69,395.00 shares. In addition, there have been 2 sales at an average price of $98.11 for 5,524.00 shares. Based on historical transaction data and AGG's current price of $98.05, Wayfinding Financial, LLC's estimated gain on his AGG holdings is $66,861.16, reflecting a 0.99% gain to date.
Wayfinding Financial, LLC AGG ($98.05) Holding Chart
Wayfinding Financial, LLC AGG ($98.05) 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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