CLIENT 1ST ADVISORY GROUP, LLC AGG Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 2,430.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $240,380.00. This investment constitutes 0.09% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 3 purchases of AGG, at an average price of $97.50, for a total of 9,090.00 shares. In addition, there have been 5 sales at an average price of $97.45 for 6,660.00 shares. Based on historical transaction data and AGG's current price of $98.12, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his AGG holdings is $1,198.04, reflecting a 0.14% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC AGG ($98.12) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC AGG ($98.12) 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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