Crestwood Advisors Group, LLC AGG Holdings History
Crestwood Advisors Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 1.02 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $100.91 Mil. This investment constitutes 1.92% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.08% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then Crestwood Advisors Group, LLC has made 19 purchases of AGG, at an average price of $101.02, for a total of 1.27 Mil shares. In addition, there have been 9 sales at an average price of $100.38 for 254,844.00 shares. Based on historical transaction data and AGG's current price of $98.35, Crestwood Advisors Group, LLC's estimated gain on his AGG holdings is $-2.89 Mil, reflecting a -2.25% gain to date.
Crestwood Advisors Group, LLC AGG ($98.35) Holding Chart
Crestwood Advisors Group, LLC AGG ($98.35) 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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