Colonial Trust Advisors AGG Holdings History
Colonial Trust Advisors's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 105,499.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.44 Mil. This investment constitutes 0.93% of their stock portfolio, and Colonial Trust Advisors now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q3. And since then Colonial Trust Advisors has made 10 purchases of AGG, at an average price of $98.41, for a total of 105,654.00 shares. In addition, there have been 1 sales at an average price of $96.08 for 155.00 shares. Based on historical transaction data and AGG's current price of $98.11, Colonial Trust Advisors's estimated gain on his AGG holdings is $-32,286.98, reflecting a -0.31% gain to date.
Colonial Trust Advisors AGG ($98.11) Holding Chart
Colonial Trust Advisors 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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