Number of Shares
171,607.00
Current Holdings Value*
$16.14 Mil
% of Portfolio
4.61%
Total Estimate Gain
$302,030.70
% of Total Estimate Gain
1.83%

Cornerstone Retirement Group, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2023-09-30, Cornerstone Retirement Group, Inc. held 171,607.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.14 Mil. This investment constitutes 4.61% of their stock portfolio, and Cornerstone Retirement Group, Inc. now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2023Q2. And since then Cornerstone Retirement Group, Inc. has made 2 purchases of AGG, at an average price of $96.35, for a total of 171,607.00 shares. Based on historical transaction data and AGG's current price of $98.11, Cornerstone Retirement Group, Inc.'s estimated gain on his AGG holdings is $302,030.70, reflecting a 1.83% gain to date.

Cornerstone Retirement Group, Inc. AGG ($98.11) Holding Chart

Cornerstone Retirement Group, Inc. 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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