SVB WEALTH LLC AGG Holdings History
SVB WEALTH LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held - shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and SVB WEALTH LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 13 purchases of AGG, at an average price of $98.20, for a total of 1.67 Mil shares. In addition, there have been 11 sales at an average price of $98.80 for 1.67 Mil shares. Based on historical transaction data and AGG's current price of $98.47, SVB WEALTH LLC's estimated gain on his AGG holdings is $1.01 Mil, reflecting a 0.61% gain to date.
SVB WEALTH LLC AGG ($98.47) Holding Chart
SVB WEALTH LLC AGG ($98.47) 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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