Cedar Mountain Advisors, LLC AGG Holdings History
Cedar Mountain Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Cedar Mountain Advisors, LLC held 72,969.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.24 Mil. This investment constitutes 1.5% of their stock portfolio, and Cedar Mountain Advisors, 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 Cedar Mountain Advisors, LLC has made 2 purchases of AGG, at an average price of $99.76, for a total of 75,869.00 shares. In addition, there have been 3 sales at an average price of $98.81 for 2,900.00 shares. Based on historical transaction data and AGG's current price of $98.35, Cedar Mountain Advisors, LLC's estimated gain on his AGG holdings is $-105,480.81, reflecting a -1.39% gain to date.
Cedar Mountain Advisors, LLC AGG ($98.35) Holding Chart
Cedar Mountain Advisors, 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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