TECTONIC ADVISORS LLC AGG Holdings History
TECTONIC ADVISORS LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, TECTONIC ADVISORS LLC held 345,612.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $34.19 Mil. This investment constitutes 2.14% of their stock portfolio, and TECTONIC ADVISORS LLC now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2020Q4. And since then TECTONIC ADVISORS LLC has made 11 purchases of AGG, at an average price of $108.31, for a total of 356,591.00 shares. In addition, there have been 4 sales at an average price of $98.89 for 10,979.00 shares. Based on historical transaction data and AGG's current price of $97.93, TECTONIC ADVISORS LLC's estimated gain on his AGG holdings is $-3.69 Mil, reflecting a -9.55% gain to date.
TECTONIC ADVISORS LLC AGG ($97.93) Holding Chart
TECTONIC ADVISORS LLC AGG ($97.93) 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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