Number of Shares
9.23 Mil
Current Holdings Value*
$913.35 Mil
% of Portfolio
5.54%
Total Estimate Gain
$-31.42 Mil
% of Total Estimate Gain
-2.75%

AVANTAX ADVISORY SERVICES, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 9.23 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $913.35 Mil. This investment constitutes 5.54% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.73% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 22 purchases of AGG, at an average price of $103.60, for a total of 11.02 Mil shares. In addition, there have been 3 sales at an average price of $111.80 for 1.79 Mil shares. Based on historical transaction data and AGG's current price of $98.61, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his AGG holdings is $-31.42 Mil, reflecting a -2.75% gain to date.

AVANTAX ADVISORY SERVICES, INC. AGG ($98.61) Holding Chart

AVANTAX ADVISORY SERVICES, INC. AGG ($98.61) 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