Conservest Capital Advisors, Inc. AGG Holdings History
Conservest Capital Advisors, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Conservest Capital Advisors, Inc. held 62,934.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $6.23 Mil. This investment constitutes 0.65% of their stock portfolio, and Conservest Capital Advisors, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q3. And since then Conservest Capital Advisors, Inc. has made 10 purchases of AGG, at an average price of $109.78, for a total of 670,692.00 shares. In addition, there have been 4 sales at an average price of $112.48 for 607,758.00 shares. Based on historical transaction data and AGG's current price of $98.41, Conservest Capital Advisors, Inc.'s estimated gain on his AGG holdings is $922,841.46, reflecting a 1.25% gain to date.
Conservest Capital Advisors, Inc. AGG ($98.41) Holding Chart
Conservest Capital Advisors, Inc. AGG ($98.41) 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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