GRAND WEALTH MANAGEMENT, LLC IAGG Holdings History
GRAND WEALTH MANAGEMENT, LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, GRAND WEALTH MANAGEMENT, LLC held 20,545.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $1.03 Mil. This investment constitutes 0.56% of their stock portfolio, and GRAND WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2021Q4. And since then GRAND WEALTH MANAGEMENT, LLC has made 8 purchases of IAGG, at an average price of $49.63, for a total of 112,562.00 shares. In addition, there have been 5 sales at an average price of $50.11 for 92,017.00 shares. Based on historical transaction data and IAGG's current price of $51.09, GRAND WEALTH MANAGEMENT, LLC's estimated gain on his IAGG holdings is $74,218.01, reflecting a 1.33% gain to date.
GRAND WEALTH MANAGEMENT, LLC IAGG ($51.09) Holding Chart
GRAND WEALTH MANAGEMENT, LLC IAGG ($51.09) 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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