Comprehensive Wealth Management, LLC IAGG Holdings History
Comprehensive Wealth Management, LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, Comprehensive Wealth Management, LLC held 51,225.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $2.56 Mil. This investment constitutes 1.78% of their stock portfolio, and Comprehensive Wealth Management, LLC now holds 0.04% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2023Q2. And since then Comprehensive Wealth Management, LLC has made 7 purchases of IAGG, at an average price of $49.46, for a total of 81,296.00 shares. In addition, there have been 1 sales at an average price of $49.73 for 30,071.00 shares. Based on historical transaction data and IAGG's current price of $51.02, Comprehensive Wealth Management, LLC's estimated gain on his IAGG holdings is $87,774.69, reflecting a 2.18% gain to date.
Comprehensive Wealth Management, LLC IAGG ($51.02) Holding Chart
Comprehensive Wealth Management, LLC IAGG ($51.02) 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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