RITHOLTZ WEALTH MANAGEMENT AGG Holdings History
RITHOLTZ WEALTH MANAGEMENT's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 1.00 Mil shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $99.25 Mil. This investment constitutes 2.96% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0.08% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 21 purchases of AGG, at an average price of $103.97, for a total of 1.62 Mil shares. In addition, there have been 3 sales at an average price of $100.43 for 620,732.00 shares. Based on historical transaction data and AGG's current price of $98.11, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his AGG holdings is $-8.08 Mil, reflecting a -4.79% gain to date.
RITHOLTZ WEALTH MANAGEMENT AGG ($98.11) Holding Chart
RITHOLTZ WEALTH MANAGEMENT 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
