GDS Wealth Management IAGG Holdings History
Number of Shares
687,472.00
Current Holdings Value*
$34.37 Mil
% of Portfolio
2.93%
Total Estimate Gain
$541,548.50
% of Total Estimate Gain
1.57%
GDS Wealth Management's iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, GDS Wealth Management held 687,472.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $34.37 Mil. This investment constitutes 2.93% of their stock portfolio, and GDS Wealth Management now holds 0.48% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 12 purchases of IAGG, at an average price of $50.16, for a total of 687,472.00 shares. Based on historical transaction data and IAGG's current price of $50.95, GDS Wealth Management's estimated gain on his IAGG holdings is $541,548.50, reflecting a 1.57% gain to date.
GDS Wealth Management IAGG ($50.95) Holding Chart
GDS Wealth Management IAGG ($50.95) 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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