First Citizens Asset Management, Inc. AGG Holdings History
First Citizens Asset Management, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, First Citizens Asset Management, Inc. held 657,216.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $65.01 Mil. This investment constitutes 25.32% of their stock portfolio, and First Citizens Asset Management, Inc. now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q4. And since then First Citizens Asset Management, Inc. has made 4 purchases of AGG, at an average price of $96.67, for a total of 752,721.00 shares. In addition, there have been 2 sales at an average price of $96.65 for 95,505.00 shares. Based on historical transaction data and AGG's current price of $98.29, First Citizens Asset Management, Inc.'s estimated gain on his AGG holdings is $1.07 Mil, reflecting a 1.46% gain to date.
First Citizens Asset Management, Inc. AGG ($98.29) Holding Chart
First Citizens Asset Management, Inc. AGG ($98.29) 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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