Baron Silver Stevens Financial Advisors, LLC AGG Holdings History
Baron Silver Stevens Financial Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 358,649.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $35.58 Mil. This investment constitutes 5.7% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 14 purchases of AGG, at an average price of $104.66, for a total of 404,461.00 shares. In addition, there have been 4 sales at an average price of $98.61 for 45,812.00 shares. Based on historical transaction data and AGG's current price of $98.29, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his AGG holdings is $-2.56 Mil, reflecting a -6.06% gain to date.
Baron Silver Stevens Financial Advisors, LLC AGG ($98.29) Holding Chart
Baron Silver Stevens Financial Advisors, LLC AGG ($98.29) 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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