Traverso Chambers Private Wealth Management, LLC AGG Holdings History
Traverso Chambers Private Wealth Management, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 50,821.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $5.04 Mil. This investment constitutes 1.22% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Traverso Chambers Private Wealth Management, LLC has made 16 purchases of AGG, at an average price of $101.48, for a total of 616,636.00 shares. In addition, there have been 4 sales at an average price of $99.09 for 565,815.00 shares. Based on historical transaction data and AGG's current price of $98.44, Traverso Chambers Private Wealth Management, LLC's estimated gain on his AGG holdings is $-1.51 Mil, reflecting a -2.41% gain to date.
Traverso Chambers Private Wealth Management, LLC AGG ($98.44) Holding Chart
Traverso Chambers Private Wealth Management, LLC AGG ($98.44) 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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