HBC Financial Services, PLLC AGG Holdings History
HBC Financial Services, PLLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 133,863.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $12.97 Mil. This investment constitutes 7.95% of their stock portfolio, and HBC Financial Services, PLLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 16 purchases of AGG, at an average price of $112.27, for a total of 223,765.00 shares. In addition, there have been 4 sales at an average price of $117.72 for 89,902.00 shares. Based on historical transaction data and AGG's current price of $98.35, HBC Financial Services, PLLC's estimated gain on his AGG holdings is $-1.37 Mil, reflecting a -5.47% gain to date.
HBC Financial Services, PLLC AGG ($98.35) Holding Chart
HBC Financial Services, PLLC 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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