RATIONAL ADVISORS, INC. AGG Holdings History
RATIONAL ADVISORS, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, RATIONAL ADVISORS, INC. held 796,899.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $78.83 Mil. This investment constitutes 8.86% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.06% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q1. And since then RATIONAL ADVISORS, INC. has made 12 purchases of AGG, at an average price of $114.11, for a total of 1.54 Mil shares. In addition, there have been 14 sales at an average price of $98.69 for 744,996.00 shares. Based on historical transaction data and AGG's current price of $98.57, RATIONAL ADVISORS, INC.'s estimated gain on his AGG holdings is $-23.88 Mil, reflecting a -13.57% gain to date.
RATIONAL ADVISORS, INC. AGG ($98.57) Holding Chart
RATIONAL ADVISORS, 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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