Forvis Mazars Wealth Advisors, LLC AGG Holdings History
Forvis Mazars Wealth Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 1.39 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $137.67 Mil. This investment constitutes 3.3% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.11% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2015Q1. And since then Forvis Mazars Wealth Advisors, LLC has made 23 purchases of AGG, at an average price of $99.03, for a total of 1.61 Mil shares. In addition, there have been 17 sales at an average price of $106.94 for 220,001.00 shares. Based on historical transaction data and AGG's current price of $98.47, Forvis Mazars Wealth Advisors, LLC's estimated gain on his AGG holdings is $955,387.29, reflecting a 0.60% gain to date.
Forvis Mazars Wealth Advisors, LLC AGG ($98.47) Holding Chart
Forvis Mazars Wealth Advisors, 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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