WesMark Tactical Opportunity Fund AGG Holdings History
WesMark Tactical Opportunity Fund's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, WESMARK FUNDS held 63,952.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.33 Mil. This investment constitutes 13.85% of their stock portfolio, and WESMARK FUNDS now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q2. And since then WesMark Tactical Opportunity Fund has made 4 purchases of AGG, at an average price of $99.43, for a total of 63,952.00 shares. Based on historical transaction data and AGG's current price of $98.47, WesMark Tactical Opportunity Fund's estimated gain on his AGG holdings is $-61,142.55, reflecting a -0.96% gain to date.
WesMark Tactical Opportunity Fund AGG ($98.47) Holding Chart
WesMark Tactical Opportunity Fund AGG ($98.47) 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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