Garde Capital, Inc. AGG Holdings History
Garde Capital, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Garde Capital, Inc. held 199,855.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $19.83 Mil. This investment constitutes 1.04% of their stock portfolio, and Garde Capital, Inc. now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q2. And since then Garde Capital, Inc. has made 10 purchases of AGG, at an average price of $99.54, for a total of 252,058.00 shares. In addition, there have been 8 sales at an average price of $115.26 for 52,203.00 shares. Based on historical transaction data and AGG's current price of $98.35, Garde Capital, Inc.'s estimated gain on his AGG holdings is $583,551.54, reflecting a 2.33% gain to date.
Garde Capital, Inc. AGG ($98.35) Holding Chart
Garde Capital, Inc. AGG ($98.35) 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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