SageView Advisory Group, LLC AGG Holdings History
SageView Advisory Group, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, SageView Advisory Group, LLC held 3.39 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $335.46 Mil. This investment constitutes 14.3% of their stock portfolio, and SageView Advisory Group, LLC now holds 0.27% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q4. And since then SageView Advisory Group, LLC has made 7 purchases of AGG, at an average price of $96.67, for a total of 6.52 Mil shares. In addition, there have been 2 sales at an average price of $97.98 for 3.13 Mil shares. Based on historical transaction data and AGG's current price of $98.11, SageView Advisory Group, LLC's estimated gain on his AGG holdings is $8.99 Mil, reflecting a 1.43% gain to date.
SageView Advisory Group, LLC AGG ($98.11) Holding Chart
SageView Advisory Group, 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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