Bristlecone Advisors, LLC AGG Holdings History
Bristlecone Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Bristlecone Advisors, LLC held 413,983.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $40.95 Mil. This investment constitutes 3.35% of their stock portfolio, and Bristlecone Advisors, LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q2. And since then Bristlecone Advisors, LLC has made 14 purchases of AGG, at an average price of $100.19, for a total of 494,336.00 shares. In addition, there have been 7 sales at an average price of $97.60 for 80,353.00 shares. Based on historical transaction data and AGG's current price of $98.35, Bristlecone Advisors, LLC's estimated gain on his AGG holdings is $-968,359.45, reflecting a -1.96% gain to date.
Bristlecone Advisors, LLC AGG ($98.35) Holding Chart
Bristlecone Advisors, LLC AGG ($98.35) 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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