Number of Shares
5.22 Mil
Current Holdings Value*
$516.54 Mil
% of Portfolio
1%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
0.19%

Cetera Investment Advisers's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Cetera Investment Advisers held 5.22 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $516.54 Mil. This investment constitutes 1% of their stock portfolio, and Cetera Investment Advisers now holds 0.41% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q2. And since then Cetera Investment Advisers has made 15 purchases of AGG, at an average price of $99.15, for a total of 6.19 Mil shares. In addition, there have been 13 sales at an average price of $100.12 for 965,085.00 shares. Based on historical transaction data and AGG's current price of $99.20, Cetera Investment Advisers's estimated gain on his AGG holdings is $1.15 Mil, reflecting a 0.19% gain to date.

Cetera Investment Advisers AGG ($99.20) Holding Chart

Cetera Investment Advisers AGG ($99.20) 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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