Finley Financial, LLC IAGG Holdings History
Number of Shares
15,030.00
Current Holdings Value*
$767,880.00
% of Portfolio
0.39%
Total Estimate Gain
$-7,198.00
% of Total Estimate Gain
-0.93%
Finley Financial, LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-06-30, Finley Financial, LLC held 15,030.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $767,880.00. This investment constitutes 0.39% of their stock portfolio, and Finley Financial, LLC now holds 0.01% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2024Q4. And since then Finley Financial, LLC has made 2 purchases of IAGG, at an average price of $51.37, for a total of 15,030.00 shares. Based on historical transaction data and IAGG's current price of $50.89, Finley Financial, LLC's estimated gain on his IAGG holdings is $-7,198.00, reflecting a -0.93% gain to date.
Finley Financial, LLC IAGG ($50.89) Holding Chart
Finley Financial, LLC IAGG ($50.89) 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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