Private Capital AGG Holdings History
Private Capital's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Private Capital Management held 2,077.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $205,450.00. This investment constitutes 0.02% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q1. And since then Private Capital has made 10 purchases of AGG, at an average price of $105.85, for a total of 13,427.00 shares. In addition, there have been 3 sales at an average price of $97.75 for 11,350.00 shares. Based on historical transaction data and AGG's current price of $98.11, Private Capital's estimated gain on his AGG holdings is $-107,992.92, reflecting a -7.60% gain to date.
Private Capital AGG ($98.11) Holding Chart
Private Capital 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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