Compton Financial Group, LLC AGG Holdings History
Compton Financial Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Compton Financial Group, LLC held 54,864.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.43 Mil. This investment constitutes 1.56% of their stock portfolio, and Compton Financial Group, LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then Compton Financial Group, LLC has made 13 purchases of AGG, at an average price of $110.10, for a total of 682,681.00 shares. In addition, there have been 4 sales at an average price of $97.45 for 627,817.00 shares. Based on historical transaction data and AGG's current price of $98.49, Compton Financial Group, LLC's estimated gain on his AGG holdings is $-8.58 Mil, reflecting a -11.41% gain to date.
Compton Financial Group, LLC AGG ($98.49) Holding Chart
Compton Financial Group, LLC AGG ($98.49) 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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