Number of Shares
1.23 Mil
Current Holdings Value*
$121.45 Mil
% of Portfolio
3.05%
Total Estimate Gain
$-7.80 Mil
% of Total Estimate Gain
-2.72%

Howard Capital Management Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Howard Capital Management Inc. held 1.23 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $121.45 Mil. This investment constitutes 3.05% of their stock portfolio, and Howard Capital Management Inc. now holds 0.1% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q2. And since then Howard Capital Management Inc. has made 20 purchases of AGG, at an average price of $101.42, for a total of 2.83 Mil shares. In addition, there have been 8 sales at an average price of $98.73 for 1.60 Mil shares. Based on historical transaction data and AGG's current price of $98.57, Howard Capital Management Inc.'s estimated gain on his AGG holdings is $-7.80 Mil, reflecting a -2.72% gain to date.

Howard Capital Management Inc. AGG ($98.57) Holding Chart

Howard Capital Management Inc. AGG ($98.57) 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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