CVA Family Office, LLC AGG Holdings History
CVA Family Office, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, CVA Family Office, LLC held 93,141.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $9.21 Mil. This investment constitutes 1.41% of their stock portfolio, and CVA Family Office, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then CVA Family Office, LLC has made 14 purchases of AGG, at an average price of $99.47, for a total of 105,779.00 shares. In addition, there have been 5 sales at an average price of $111.22 for 12,638.00 shares. Based on historical transaction data and AGG's current price of $98.35, CVA Family Office, LLC's estimated gain on his AGG holdings is $44,659.93, reflecting a 0.42% gain to date.
CVA Family Office, LLC AGG ($98.35) Holding Chart
CVA Family Office, 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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