Aspect Partners, LLC IAGG Holdings History

Number of Shares
167,832.00
Current Holdings Value*
$8.39 Mil
% of Portfolio
4.8%
Total Estimate Gain
$199,429.95
% of Total Estimate Gain
2.21%

Aspect Partners, LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Aspect Partners, LLC held 167,832.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $8.39 Mil. This investment constitutes 4.8% of their stock portfolio, and Aspect Partners, LLC now holds 0.12% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2023Q4. And since then Aspect Partners, LLC has made 4 purchases of IAGG, at an average price of $49.69, for a total of 181,420.00 shares. In addition, there have been 1 sales at an average price of $49.73 for 13,588.00 shares. Based on historical transaction data and IAGG's current price of $50.88, Aspect Partners, LLC's estimated gain on his IAGG holdings is $199,429.95, reflecting a 2.21% gain to date.

Aspect Partners, LLC IAGG ($50.88) Holding Chart

Aspect Partners, 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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