CLIFTONLARSONALLEN WEALTH ADVISORS, LLC AGG Holdings History
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 149,871.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $14.83 Mil. This investment constitutes 0.28% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2015Q1. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 23 purchases of AGG, at an average price of $103.67, for a total of 2.30 Mil shares. In addition, there have been 9 sales at an average price of $100.59 for 2.15 Mil shares. Based on historical transaction data and AGG's current price of $97.96, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his AGG holdings is $-7.49 Mil, reflecting a -3.14% gain to date.
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC AGG ($97.96) Holding Chart
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC AGG ($97.96) 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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