EDELMAN FINANCIAL GROUP INC. AGG Holdings History
EDELMAN FINANCIAL GROUP INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 140,204.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $15.11 Mil. This investment constitutes 2.26% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q1. And since then EDELMAN FINANCIAL GROUP INC. has made 5 purchases of AGG, at an average price of $108.78, for a total of 140,553.00 shares. In addition, there have been 2 sales at an average price of $109.62 for 349.00 shares. Based on historical transaction data and AGG's current price of $98.11, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his AGG holdings is $-1.50 Mil, reflecting a -9.79% gain to date.
EDELMAN FINANCIAL GROUP INC. AGG ($98.11) Holding Chart
EDELMAN FINANCIAL GROUP 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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