Number of Shares
110,253.00
Current Holdings Value*
$10.91 Mil
% of Portfolio
2.75%
Total Estimate Gain
$213,009.26
% of Total Estimate Gain
1.10%

Blankinship & Foster, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary

As of 2025-03-31, Blankinship & Foster, LLC held 110,253.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $10.91 Mil. This investment constitutes 2.75% of their stock portfolio, and Blankinship & Foster, LLC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.

The initial trade took place in 2018Q4. And since then Blankinship & Foster, LLC has made 13 purchases of AGG, at an average price of $98.70, for a total of 196,281.00 shares. In addition, there have been 13 sales at an average price of $101.64 for 86,028.00 shares. Based on historical transaction data and AGG's current price of $98.35, Blankinship & Foster, LLC's estimated gain on his AGG holdings is $213,009.26, reflecting a 1.10% gain to date.

Blankinship & Foster, LLC AGG ($98.35) Holding Chart

Blankinship & Foster, LLC 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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