NFP Retirement, Inc. AGG Holdings History
NFP Retirement, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, NFP Retirement, Inc. held 662,686.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $65.55 Mil. This investment constitutes 5.2% of their stock portfolio, and NFP Retirement, Inc. now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q1. And since then NFP Retirement, Inc. has made 12 purchases of AGG, at an average price of $99.37, for a total of 788,805.00 shares. In addition, there have been 8 sales at an average price of $109.22 for 126,119.00 shares. Based on historical transaction data and AGG's current price of $98.11, NFP Retirement, Inc.'s estimated gain on his AGG holdings is $403,487.24, reflecting a 0.51% gain to date.
NFP Retirement, Inc. AGG ($98.11) Holding Chart
NFP Retirement, Inc. AGG ($98.11) 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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