Cornerstone Wealth Group, LLC AGG Holdings History
Cornerstone Wealth Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 488,530.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $48.33 Mil. This investment constitutes 4% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q1. And since then Cornerstone Wealth Group, LLC has made 13 purchases of AGG, at an average price of $105.69, for a total of 1.84 Mil shares. In addition, there have been 11 sales at an average price of $108.83 for 1.36 Mil shares. Based on historical transaction data and AGG's current price of $98.11, Cornerstone Wealth Group, LLC's estimated gain on his AGG holdings is $561,939.49, reflecting a 0.29% gain to date.
Cornerstone Wealth Group, LLC AGG ($98.11) Holding Chart
Cornerstone Wealth Group, 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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