Number of Shares
218,905.00
Current Holdings Value*
$10.94 Mil
% of Portfolio
6.69%
Total Estimate Gain
$-144,976.87
% of Total Estimate Gain
-1.28%

Anderson Financial Strategies, LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Anderson Financial Strategies, LLC held 218,905.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $10.94 Mil. This investment constitutes 6.69% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.11% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2024Q4. And since then Anderson Financial Strategies, LLC has made 1 purchases of IAGG, at an average price of $51.54, for a total of 218,905.00 shares. Based on historical transaction data and IAGG's current price of $50.88, Anderson Financial Strategies, LLC's estimated gain on his IAGG holdings is $-144,976.87, reflecting a -1.28% gain to date.

Anderson Financial Strategies, LLC IAGG ($50.88) Holding Chart

Anderson Financial Strategies, 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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