COLDSTREAM CAPITAL MANAGEMENT INC AGG Holdings History
COLDSTREAM CAPITAL MANAGEMENT INC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, COLDSTREAM CAPITAL MANAGEMENT INC held 243,979.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $24.13 Mil. This investment constitutes 0.51% of their stock portfolio, and COLDSTREAM CAPITAL MANAGEMENT INC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then COLDSTREAM CAPITAL MANAGEMENT INC has made 19 purchases of AGG, at an average price of $101.72, for a total of 329,153.00 shares. In addition, there have been 13 sales at an average price of $107.15 for 85,174.00 shares. Based on historical transaction data and AGG's current price of $99.20, COLDSTREAM CAPITAL MANAGEMENT INC's estimated gain on his AGG holdings is $-154,186.60, reflecting a -0.46% gain to date.
COLDSTREAM CAPITAL MANAGEMENT INC AGG ($99.20) Holding Chart
COLDSTREAM CAPITAL MANAGEMENT INC AGG ($99.20) 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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