CWH Capital Management, Inc. AGG Holdings History
CWH Capital Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2020-12-31, CWH Capital Management, Inc. held 159,515.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $18.85 Mil. This investment constitutes 7.96% of their stock portfolio, and CWH 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 2020Q2. And since then CWH Capital Management, Inc. has made 3 purchases of AGG, at an average price of $116.73, for a total of 159,515.00 shares. Based on historical transaction data and AGG's current price of $98.57, CWH Capital Management, Inc.'s estimated gain on his AGG holdings is $-2.90 Mil, reflecting a -15.55% gain to date.
CWH Capital Management, Inc. AGG ($98.57) Holding Chart
CWH Capital Management, Inc. AGG ($98.57) 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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