Kades & Cheifetz LLC AGG Holdings History
Kades & Cheifetz LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2024-12-31, Kades & Cheifetz LLC held 52,214.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.06 Mil. This investment constitutes 2.59% of their stock portfolio, and Kades & Cheifetz LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then Kades & Cheifetz LLC has made 1 purchases of AGG, at an average price of $98.45, for a total of 52,214.00 shares. Based on historical transaction data and AGG's current price of $98.11, Kades & Cheifetz LLC's estimated gain on his AGG holdings is $-17,752.76, reflecting a -0.35% gain to date.
Kades & Cheifetz LLC AGG ($98.11) Holding Chart
Kades & Cheifetz LLC AGG ($98.11) 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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