Zhang Financial LLC AGG Holdings History
Zhang Financial LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Zhang Financial LLC held 145,177.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $14.36 Mil. This investment constitutes 0.76% of their stock portfolio, and Zhang Financial LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q1. And since then Zhang Financial LLC has made 9 purchases of AGG, at an average price of $101.00, for a total of 181,073.00 shares. In addition, there have been 8 sales at an average price of $100.18 for 35,896.00 shares. Based on historical transaction data and AGG's current price of $98.01, Zhang Financial LLC's estimated gain on his AGG holdings is $-463,452.91, reflecting a -2.53% gain to date.
Zhang Financial LLC AGG ($98.01) Holding Chart
Zhang Financial LLC AGG ($98.01) 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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