CBM Financial, LLC AGG Holdings History
Number of Shares
60,957.00
Current Holdings Value*
$5.95 Mil
% of Portfolio
4.84%
Total Estimate Gain
$49,375.17
% of Total Estimate Gain
0.83%
CBM Financial, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 60,957.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.95 Mil. This investment constitutes 4.84% of their stock portfolio, and CBM Financial, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and AGG's current price of $98.57, CBM Financial, LLC's estimated gain on his AGG holdings is $49,375.17, reflecting a 0.83% gain to date.
CBM Financial, LLC AGG ($98.57) Holding Chart
CBM Financial, LLC 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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