Cosner Financial Group, LLC AGG Holdings History
Cosner Financial Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Cosner Financial Group, LLC held 79,050.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $7.82 Mil. This investment constitutes 4.78% of their stock portfolio, and Cosner Financial Group, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q2. And since then Cosner Financial Group, LLC has made 6 purchases of AGG, at an average price of $97.82, for a total of 79,050.00 shares. Based on historical transaction data and AGG's current price of $98.47, Cosner Financial Group, LLC's estimated gain on his AGG holdings is $51,250.98, reflecting a 0.66% gain to date.
Cosner Financial Group, LLC AGG ($98.47) Holding Chart
Cosner Financial Group, LLC AGG ($98.47) 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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