PENOBSCOT WEALTH MANAGEMENT IAGG Holdings History
PENOBSCOT WEALTH MANAGEMENT's iShares International Aggregate Bond Fund Holding Summary
As of 2025-03-31, PENOBSCOT WEALTH MANAGEMENT held 226,036.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $11.30 Mil. This investment constitutes 4.75% of their stock portfolio, and PENOBSCOT WEALTH MANAGEMENT now holds 0.17% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2021Q2. And since then PENOBSCOT WEALTH MANAGEMENT has made 11 purchases of IAGG, at an average price of $50.25, for a total of 275,508.00 shares. In addition, there have been 3 sales at an average price of $49.62 for 49,472.00 shares. Based on historical transaction data and IAGG's current price of $50.88, PENOBSCOT WEALTH MANAGEMENT's estimated gain on his IAGG holdings is $112,757.33, reflecting a 0.81% gain to date.
PENOBSCOT WEALTH MANAGEMENT IAGG ($50.88) Holding Chart
PENOBSCOT WEALTH MANAGEMENT IAGG ($50.88) 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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