Joel Greenblatt AGG Holdings History
Joel Greenblatt's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Gotham Asset Management, LLC held 232,512.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $23.00 Mil. This investment constitutes 0.19% of their stock portfolio, and Gotham Asset Management, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q1. And since then Joel Greenblatt has made 5 purchases of AGG, at an average price of $97.81, for a total of 232,512.00 shares. Based on historical transaction data and AGG's current price of $98.49, Joel Greenblatt's estimated gain on his AGG holdings is $158,737.69, reflecting a 0.70% gain to date.
Joel Greenblatt AGG ($98.49) Holding Chart
Joel Greenblatt AGG ($98.49) 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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