Forbes Financial Planning, Inc. AGG Holdings History
Forbes Financial Planning, Inc.'s iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 81,025.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $8.02 Mil. This investment constitutes 5.94% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2022Q2. And since then Forbes Financial Planning, Inc. has made 9 purchases of AGG, at an average price of $100.72, for a total of 82,705.00 shares. In addition, there have been 2 sales at an average price of $97.58 for 1,680.00 shares. Based on historical transaction data and AGG's current price of $98.11, Forbes Financial Planning, Inc.'s estimated gain on his AGG holdings is $-216,459.73, reflecting a -2.60% gain to date.
Forbes Financial Planning, Inc. AGG ($98.11) Holding Chart
Forbes Financial Planning, Inc. 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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