JFS WEALTH ADVISORS, LLC AGG Holdings History
JFS WEALTH ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 586,372.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $58.00 Mil. This investment constitutes 3.93% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2015Q4. And since then JFS WEALTH ADVISORS, LLC has made 23 purchases of AGG, at an average price of $108.14, for a total of 721,247.00 shares. In addition, there have been 7 sales at an average price of $100.87 for 134,875.00 shares. Based on historical transaction data and AGG's current price of $97.75, JFS WEALTH ADVISORS, LLC's estimated gain on his AGG holdings is $-7.07 Mil, reflecting a -9.06% gain to date.
JFS WEALTH ADVISORS, LLC AGG ($97.75) Holding Chart
JFS WEALTH ADVISORS, LLC AGG ($97.75) 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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