Campbell Wealth Management AGG Holdings History
Campbell Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, Campbell Wealth Management held 1.37 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $132.94 Mil. This investment constitutes 11.96% of their stock portfolio, and Campbell Wealth Management now holds 0.11% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 17 purchases of AGG, at an average price of $101.83, for a total of 3.68 Mil shares. In addition, there have been 7 sales at an average price of $100.89 for 2.31 Mil shares. Based on historical transaction data and AGG's current price of $98.35, Campbell Wealth Management's estimated gain on his AGG holdings is $-6.96 Mil, reflecting a -1.85% gain to date.
Campbell Wealth Management AGG ($98.35) Holding Chart
Campbell Wealth Management 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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