Number of Shares
316,367.00
Current Holdings Value*
$15.82 Mil
% of Portfolio
4.56%
Total Estimate Gain
$336,193.14
% of Total Estimate Gain
2.13%

Mason & Associates, LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Mason & Associates, LLC held 316,367.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $15.82 Mil. This investment constitutes 4.56% of their stock portfolio, and Mason & Associates, LLC now holds 0.23% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 4 purchases of IAGG, at an average price of $49.87, for a total of 316,367.00 shares. Based on historical transaction data and IAGG's current price of $50.93, Mason & Associates, LLC's estimated gain on his IAGG holdings is $336,193.14, reflecting a 2.13% gain to date.

Mason & Associates, LLC IAGG ($50.93) Holding Chart

Mason & Associates, LLC IAGG ($50.93) 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 %

Top Ranked Articles

  • 1