BRIGHT FINANCIAL ADVISORS, INC. AGG Holdings History
BRIGHT FINANCIAL ADVISORS, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, BRIGHT FINANCIAL ADVISORS, INC. held 330,018.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $32.74 Mil. This investment constitutes 18.17% of their stock portfolio, and BRIGHT FINANCIAL ADVISORS, INC. now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q1. And since then BRIGHT FINANCIAL ADVISORS, INC. has made 4 purchases of AGG, at an average price of $97.90, for a total of 344,086.00 shares. In addition, there have been 1 sales at an average price of $98.45 for 14,068.00 shares. Based on historical transaction data and AGG's current price of $98.25, BRIGHT FINANCIAL ADVISORS, INC.'s estimated gain on his AGG holdings is $122,965.85, reflecting a 0.37% gain to date.
BRIGHT FINANCIAL ADVISORS, INC. AGG ($98.25) Holding Chart
BRIGHT FINANCIAL ADVISORS, INC. AGG ($98.25) 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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