MARCUARD FAMILY OFFICE LTD AGG Holdings History
Number of Shares
28,230.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
6.69%
Total Estimate Gain
$-299,802.60
% of Total Estimate Gain
-9.73%
MARCUARD FAMILY OFFICE LTD's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2014-09-30, MARCUARD FAMILY OFFICE LTD held 28,230.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $3.07 Mil. This investment constitutes 6.69% of their stock portfolio, and MARCUARD FAMILY OFFICE LTD now holds 0% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q3. And since then MARCUARD FAMILY OFFICE LTD has made 1 purchases of AGG, at an average price of $109.19, for a total of 28,230.00 shares. Based on historical transaction data and AGG's current price of $98.57, MARCUARD FAMILY OFFICE LTD's estimated gain on his AGG holdings is $-299,802.60, reflecting a -9.73% gain to date.
MARCUARD FAMILY OFFICE LTD AGG ($98.57) Holding Chart
MARCUARD FAMILY OFFICE LTD AGG ($98.57) 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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