Blue Oak Capital, LLC AGG Holdings History
Blue Oak Capital, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-06-30, Blue Oak Capital, LLC held 215,692.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $21.40 Mil. This investment constitutes 11.24% of their stock portfolio, and Blue Oak Capital, LLC now holds 0.02% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2024Q4. And since then Blue Oak Capital, LLC has made 2 purchases of AGG, at an average price of $98.24, for a total of 215,692.00 shares. Based on historical transaction data and AGG's current price of $98.11, Blue Oak Capital, LLC's estimated gain on his AGG holdings is $-28,208.89, reflecting a -0.13% gain to date.
Blue Oak Capital, LLC AGG ($98.11) Holding Chart
Blue Oak Capital, LLC 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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