D.A. DAVIDSON & CO. AGG Holdings History
D.A. DAVIDSON & CO.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, D.A. DAVIDSON & CO. held 4.44 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $438.83 Mil. This investment constitutes 3.52% of their stock portfolio, and D.A. DAVIDSON & CO. now holds 0.35% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then D.A. DAVIDSON & CO. has made 33 purchases of AGG, at an average price of $103.73, for a total of 4.59 Mil shares. In addition, there have been 3 sales at an average price of $112.08 for 156,753.00 shares. Based on historical transaction data and AGG's current price of $97.75, D.A. DAVIDSON & CO.'s estimated gain on his AGG holdings is $-25.23 Mil, reflecting a -5.30% gain to date.
D.A. DAVIDSON & CO. AGG ($97.75) Holding Chart
D.A. DAVIDSON & CO. AGG ($97.75) 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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