Envestnet Portfolio Solutions, Inc. AGG Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 16.87 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $1.67 Bil. This investment constitutes 6.38% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 1.35% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of AGG, at an average price of $97.02, for a total of 20.81 Mil shares. In addition, there have been 3 sales at an average price of $97.49 for 3.94 Mil shares. Based on historical transaction data and AGG's current price of $98.57, Envestnet Portfolio Solutions, Inc.'s estimated gain on his AGG holdings is $27.90 Mil, reflecting a 1.38% gain to date.
Envestnet Portfolio Solutions, Inc. AGG ($98.57) Holding Chart
Envestnet Portfolio Solutions, Inc. AGG ($98.57) 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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