CAPTRUST FINANCIAL ADVISORS AGG Holdings History
CAPTRUST FINANCIAL ADVISORS's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 7.69 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $760.27 Mil. This investment constitutes 1.91% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.61% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then CAPTRUST FINANCIAL ADVISORS has made 24 purchases of AGG, at an average price of $99.42, for a total of 11.77 Mil shares. In addition, there have been 13 sales at an average price of $99.41 for 4.08 Mil shares. Based on historical transaction data and AGG's current price of $98.11, CAPTRUST FINANCIAL ADVISORS's estimated gain on his AGG holdings is $-10.10 Mil, reflecting a -0.86% gain to date.
CAPTRUST FINANCIAL ADVISORS AGG ($98.11) Holding Chart
CAPTRUST FINANCIAL ADVISORS AGG ($98.11) 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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