Number of Shares
61,476.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-37,008.30
% of Total Estimate Gain
-1.05%

BANNERMAN WEALTH MANAGEMENT GROUP, LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-06-30, BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 61,476.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $3.14 Mil. This investment constitutes 2.41% of their stock portfolio, and BANNERMAN WEALTH MANAGEMENT GROUP, LLC now holds 0.03% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2024Q4. And since then BANNERMAN WEALTH MANAGEMENT GROUP, LLC has made 1 purchases of IAGG, at an average price of $51.55, for a total of 68,211.00 shares. In addition, there have been 1 sales at an average price of $50.66 for 6,735.00 shares. Based on historical transaction data and IAGG's current price of $51.04, BANNERMAN WEALTH MANAGEMENT GROUP, LLC's estimated gain on his IAGG holdings is $-37,008.30, reflecting a -1.05% gain to date.

BANNERMAN WEALTH MANAGEMENT GROUP, LLC IAGG ($51.04) Holding Chart

BANNERMAN WEALTH MANAGEMENT GROUP, LLC IAGG ($51.04) 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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