CONTINENTAL INVESTORS SERVICES, INC. AGG Holdings History
CONTINENTAL INVESTORS SERVICES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CONTINENTAL INVESTORS SERVICES, INC. held 32,093.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.17 Mil. This investment constitutes 6.3% of their stock portfolio, and CONTINENTAL INVESTORS SERVICES, INC. now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q4. And since then CONTINENTAL INVESTORS SERVICES, INC. has made 9 purchases of AGG, at an average price of $104.12, for a total of 60,094.00 shares. In addition, there have been 4 sales at an average price of $98.10 for 28,001.00 shares. Based on historical transaction data and AGG's current price of $98.61, CONTINENTAL INVESTORS SERVICES, INC.'s estimated gain on his AGG holdings is $-345,277.05, reflecting a -5.52% gain to date.
CONTINENTAL INVESTORS SERVICES, INC. AGG ($98.61) Holding Chart
CONTINENTAL INVESTORS SERVICES, INC. AGG ($98.61) 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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