CWA Asset Management Group, LLC AGG Holdings History
CWA Asset Management Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, CWA Asset Management Group, LLC held 5,978.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $593,060.00. This investment constitutes 0.03% of their stock portfolio, and CWA Asset Management Group, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then CWA Asset Management Group, LLC has made 19 purchases of AGG, at an average price of $102.00, for a total of 281,113.00 shares. In addition, there have been 9 sales at an average price of $100.11 for 275,135.00 shares. Based on historical transaction data and AGG's current price of $98.11, CWA Asset Management Group, LLC's estimated gain on his AGG holdings is $-544,820.40, reflecting a -1.90% gain to date.
CWA Asset Management Group, LLC AGG ($98.11) Holding Chart
CWA Asset Management Group, LLC AGG ($98.11) 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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