Concurrent Investment Advisors, LLC AGG Holdings History
Concurrent Investment Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 234,147.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $23.16 Mil. This investment constitutes 0.56% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 4 purchases of AGG, at an average price of $97.53, for a total of 810,871.00 shares. In addition, there have been 1 sales at an average price of $97.76 for 576,724.00 shares. Based on historical transaction data and AGG's current price of $98.11, Concurrent Investment Advisors, LLC's estimated gain on his AGG holdings is $264,800.74, reflecting a 0.33% gain to date.
Concurrent Investment Advisors, LLC AGG ($98.11) Holding Chart
Concurrent Investment Advisors, LLC 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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