Aletheian Wealth Advisors LLC IAGG Holdings History
Aletheian Wealth Advisors LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-06-30, Aletheian Wealth Advisors LLC held 68,246.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $3.49 Mil. This investment constitutes 1.72% of their stock portfolio, and Aletheian Wealth Advisors LLC now holds 0.03% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2022Q1. And since then Aletheian Wealth Advisors LLC has made 8 purchases of IAGG, at an average price of $51.59, for a total of 106,197.00 shares. In addition, there have been 6 sales at an average price of $49.52 for 37,951.00 shares. Based on historical transaction data and IAGG's current price of $50.88, Aletheian Wealth Advisors LLC's estimated gain on his IAGG holdings is $-127,261.79, reflecting a -2.32% gain to date.
Aletheian Wealth Advisors LLC IAGG ($50.88) Holding Chart
Aletheian Wealth Advisors LLC IAGG ($50.88) 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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