Number of Shares
522,072.00
Current Holdings Value*
$26.10 Mil
% of Portfolio
6.32%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
0.74%

Financial Gravity Asset Management, Inc.'s iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 522,072.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $26.10 Mil. This investment constitutes 6.32% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0.36% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2018Q2. And since then Financial Gravity Asset Management, Inc. has made 14 purchases of IAGG, at an average price of $49.43, for a total of 6.75 Mil shares. In addition, there have been 10 sales at an average price of $49.71 for 6.23 Mil shares. Based on historical transaction data and IAGG's current price of $50.88, Financial Gravity Asset Management, Inc.'s estimated gain on his IAGG holdings is $2.48 Mil, reflecting a 0.74% gain to date.

Financial Gravity Asset Management, Inc. IAGG ($50.88) Holding Chart

Financial Gravity Asset Management, Inc. 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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