COLTON GROOME FINANCIAL ADVISORS, LLC AGG Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 207,975.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $20.63 Mil. This investment constitutes 6.99% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q1. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 16 purchases of AGG, at an average price of $101.46, for a total of 225,943.00 shares. In addition, there have been 5 sales at an average price of $101.79 for 17,968.00 shares. Based on historical transaction data and AGG's current price of $98.35, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his AGG holdings is $-641,616.26, reflecting a -2.80% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC AGG ($98.35) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC AGG ($98.35) 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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