WealthNavi Inc. AGG Holdings History
WealthNavi Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, WealthNavi Inc. held 10.34 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.02 Bil. This investment constitutes 11.38% of their stock portfolio, and WealthNavi Inc. now holds 0.82% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q1. And since then WealthNavi Inc. has made 24 purchases of AGG, at an average price of $106.96, for a total of 10.34 Mil shares. Based on historical transaction data and AGG's current price of $98.05, WealthNavi Inc.'s estimated gain on his AGG holdings is $-92.16 Mil, reflecting a -8.33% gain to date.
WealthNavi Inc. AGG ($98.05) Holding Chart
WealthNavi Inc. 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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