Richard Bernstein Advisors LLC AGG Holdings History
Richard Bernstein Advisors LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Richard Bernstein Advisors LLC held 4,876.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $482,310.00. This investment constitutes 0.01% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Richard Bernstein Advisors LLC has made 11 purchases of AGG, at an average price of $103.43, for a total of 1.40 Mil shares. In addition, there have been 10 sales at an average price of $103.39 for 1.39 Mil shares. Based on historical transaction data and AGG's current price of $98.29, Richard Bernstein Advisors LLC's estimated gain on his AGG holdings is $-68,759.08, reflecting a -0.05% gain to date.
Richard Bernstein Advisors LLC AGG ($98.29) Holding Chart
Richard Bernstein Advisors LLC AGG ($98.29) 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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