Number of Shares
1.11 Mil
Current Holdings Value*
$55.58 Mil
% of Portfolio
4.25%
Total Estimate Gain
$-2.29 Mil
% of Total Estimate Gain
-3.28%

N.E.W. Advisory Services LLC's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, N.E.W. Advisory Services LLC held 1.11 Mil shares of iShares International Aggregate Bond Fund(IAGG), totaling $55.58 Mil. This investment constitutes 4.25% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.77% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 18 purchases of IAGG, at an average price of $52.97, for a total of 1.32 Mil shares. In addition, there have been 2 sales at an average price of $52.84 for 205,220.00 shares. Based on historical transaction data and IAGG's current price of $50.93, N.E.W. Advisory Services LLC's estimated gain on his IAGG holdings is $-2.29 Mil, reflecting a -3.28% gain to date.

N.E.W. Advisory Services LLC IAGG ($50.93) Holding Chart

N.E.W. Advisory Services 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 %

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