PEDDOCK CAPITAL ADVISORS, LLC AGG Holdings History
PEDDOCK CAPITAL ADVISORS, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, PEDDOCK CAPITAL ADVISORS, LLC held 136,268.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.52 Mil. This investment constitutes 3.13% of their stock portfolio, and PEDDOCK CAPITAL ADVISORS, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q4. And since then PEDDOCK CAPITAL ADVISORS, LLC has made 25 purchases of AGG, at an average price of $103.34, for a total of 171,093.00 shares. In addition, there have been 10 sales at an average price of $99.30 for 34,825.00 shares. Based on historical transaction data and AGG's current price of $98.11, PEDDOCK CAPITAL ADVISORS, LLC's estimated gain on his AGG holdings is $-852,910.91, reflecting a -4.82% gain to date.
PEDDOCK CAPITAL ADVISORS, LLC AGG ($98.11) Holding Chart
PEDDOCK CAPITAL ADVISORS, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
