Number of Shares
138,457.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
3.06%
Total Estimate Gain
$98,985.21
% of Total Estimate Gain
0.55%

Boyd Wealth Management, LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-06-30, Boyd Wealth Management, LLC held 138,457.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $7.07 Mil. This investment constitutes 3.06% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.07% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 3 purchases of IAGG, at an average price of $50.65, for a total of 354,405.00 shares. In addition, there have been 4 sales at an average price of $50.83 for 215,948.00 shares. Based on historical transaction data and IAGG's current price of $51.07, Boyd Wealth Management, LLC's estimated gain on his IAGG holdings is $98,985.21, reflecting a 0.55% gain to date.

Boyd Wealth Management, LLC IAGG ($51.07) Holding Chart

Boyd Wealth Management, LLC IAGG ($51.07) 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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