Number of Shares
226,983.00
Current Holdings Value*
$26.80 Mil
% of Portfolio
8.98%
Total Estimate Gain
$-3.09 Mil
% of Total Estimate Gain
-9.00%

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2020-09-30, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT held 226,983.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $26.80 Mil. This investment constitutes 8.98% of their stock portfolio, and MUTUAL OF OMAHA BANK WEALTH MANAGEMENT now holds 0.03% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2014Q1. And since then MUTUAL OF OMAHA BANK WEALTH MANAGEMENT has made 9 purchases of AGG, at an average price of $110.42, for a total of 310,970.00 shares. In addition, there have been 9 sales at an average price of $106.90 for 83,987.00 shares. Based on historical transaction data and AGG's current price of $98.11, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's estimated gain on his AGG holdings is $-3.09 Mil, reflecting a -9.00% gain to date.

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT AGG ($98.11) Holding Chart

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 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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