FIRST FOUNDATION ADVISORS AGG Holdings History
FIRST FOUNDATION ADVISORS's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 363,229.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $35.93 Mil. This investment constitutes 1.46% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q4. And since then FIRST FOUNDATION ADVISORS has made 21 purchases of AGG, at an average price of $103.89, for a total of 661,978.00 shares. In addition, there have been 11 sales at an average price of $108.77 for 298,749.00 shares. Based on historical transaction data and AGG's current price of $97.89, FIRST FOUNDATION ADVISORS's estimated gain on his AGG holdings is $-722,515.68, reflecting a -1.05% gain to date.
FIRST FOUNDATION ADVISORS AGG ($97.89) Holding Chart
FIRST FOUNDATION ADVISORS AGG ($97.89) 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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