Altavista Wealth Management, Inc. AGG Holdings History
Altavista Wealth Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2021-12-31, Altavista Wealth Management, Inc. held 500,106.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $57.05 Mil. This investment constitutes 11.54% of their stock portfolio, and Altavista Wealth Management, Inc. now holds 0.06% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then Altavista Wealth Management, Inc. has made 17 purchases of AGG, at an average price of $110.83, for a total of 541,163.00 shares. In addition, there have been 6 sales at an average price of $112.65 for 41,057.00 shares. Based on historical transaction data and AGG's current price of $98.57, Altavista Wealth Management, Inc.'s estimated gain on his AGG holdings is $-6.06 Mil, reflecting a -10.10% gain to date.
Altavista Wealth Management, Inc. AGG ($98.57) Holding Chart
Altavista Wealth Management, Inc. AGG ($98.57) 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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