Number of Shares
117,466.00
Current Holdings Value*
$11.40 Mil
% of Portfolio
6.71%
Total Estimate Gain
$-207,613.52
% of Total Estimate Gain
-1.68%

Coombe, Bender & Co LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2024-06-30, Coombe, Bender & Co LLC held 117,466.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $11.40 Mil. This investment constitutes 6.71% of their stock portfolio, and Coombe, Bender & Co LLC now holds -% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2022Q2. And since then Coombe, Bender & Co LLC has made 7 purchases of AGG, at an average price of $99.66, for a total of 123,720.00 shares. In addition, there have been 1 sales at an average price of $96.08 for 6,254.00 shares. Based on historical transaction data and AGG's current price of $98.08, Coombe, Bender & Co LLC's estimated gain on his AGG holdings is $-207,613.52, reflecting a -1.68% gain to date.

Coombe, Bender & Co LLC AGG ($98.08) Holding Chart

Coombe, Bender & Co LLC AGG ($98.08) 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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