PDS Planning, Inc IAGG Holdings History

Number of Shares
196,969.00
Current Holdings Value*
$9.85 Mil
% of Portfolio
0.83%
Total Estimate Gain
$-81,876.66
% of Total Estimate Gain
-0.47%

PDS Planning, Inc's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, PDS Planning, Inc held 196,969.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $9.85 Mil. This investment constitutes 0.83% of their stock portfolio, and PDS Planning, Inc now holds 0.15% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2021Q4. And since then PDS Planning, Inc has made 8 purchases of IAGG, at an average price of $51.40, for a total of 339,557.00 shares. In addition, there have been 6 sales at an average price of $51.49 for 142,588.00 shares. Based on historical transaction data and IAGG's current price of $50.92, PDS Planning, Inc's estimated gain on his IAGG holdings is $-81,876.66, reflecting a -0.47% gain to date.

PDS Planning, Inc IAGG ($50.92) Holding Chart

PDS Planning, Inc IAGG ($50.92) 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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