HATTON CONSULTING, INC. AGG Holdings History
Number of Shares
146,026.00
Current Holdings Value*
$16.77 Mil
% of Portfolio
12.47%
Total Estimate Gain
$-2.51 Mil
% of Total Estimate Gain
-14.92%
HATTON CONSULTING, INC.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2021-09-30, HATTON CONSULTING, INC. held 146,026.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.77 Mil. This investment constitutes 12.47% of their stock portfolio, and HATTON CONSULTING, INC. now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2021Q1. And since then HATTON CONSULTING, INC. has made 2 purchases of AGG, at an average price of $115.24, for a total of 146,026.00 shares. Based on historical transaction data and AGG's current price of $98.04, HATTON CONSULTING, INC.'s estimated gain on his AGG holdings is $-2.51 Mil, reflecting a -14.92% gain to date.
HATTON CONSULTING, INC. AGG ($98.04) Holding Chart
HATTON CONSULTING, INC. AGG ($98.04) 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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