Chesapeake Wealth Management AGG Holdings History
Chesapeake Wealth Management's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Chesapeake Wealth Management held 161,256.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.95 Mil. This investment constitutes 5.69% of their stock portfolio, and Chesapeake Wealth Management now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Chesapeake Wealth Management has made 19 purchases of AGG, at an average price of $107.12, for a total of 221,727.00 shares. In addition, there have been 9 sales at an average price of $103.86 for 60,471.00 shares. Based on historical transaction data and AGG's current price of $98.39, Chesapeake Wealth Management's estimated gain on his AGG holdings is $-1.61 Mil, reflecting a -6.76% gain to date.
Chesapeake Wealth Management AGG ($98.39) Holding Chart
Chesapeake Wealth Management AGG ($98.39) 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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