Number of Shares
379,765.00
Current Holdings Value*
$37.57 Mil
% of Portfolio
3.69%
Total Estimate Gain
$-7.90 Mil
% of Total Estimate Gain
-6.03%

FIRST BUSINESS FINANCIAL SERVICES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, FIRST BUSINESS FINANCIAL SERVICES, INC. held 379,765.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $37.57 Mil. This investment constitutes 3.69% of their stock portfolio, and FIRST BUSINESS FINANCIAL SERVICES, INC. now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2013Q2. And since then FIRST BUSINESS FINANCIAL SERVICES, INC. has made 32 purchases of AGG, at an average price of $109.87, for a total of 1.19 Mil shares. In addition, there have been 15 sales at an average price of $105.47 for 813,197.00 shares. Based on historical transaction data and AGG's current price of $98.49, FIRST BUSINESS FINANCIAL SERVICES, INC.'s estimated gain on his AGG holdings is $-7.90 Mil, reflecting a -6.03% gain to date.

FIRST BUSINESS FINANCIAL SERVICES, INC. AGG ($98.49) Holding Chart

FIRST BUSINESS FINANCIAL SERVICES, INC. AGG ($98.49) 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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