Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-10,496.65
% of Total Estimate Gain
-0.96%

Peak Financial Management, Inc.'s iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Peak Financial Management, Inc. held - shares of iShares International Aggregate Bond Fund(IAGG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Peak Financial Management, Inc. now holds 0% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2021Q4. And since then Peak Financial Management, Inc. has made 4 purchases of IAGG, at an average price of $51.50, for a total of 21,260.00 shares. In addition, there have been 3 sales at an average price of $51.00 for 21,260.00 shares. Based on historical transaction data and IAGG's current price of $50.96, Peak Financial Management, Inc.'s estimated gain on his IAGG holdings is $-10,496.65, reflecting a -0.96% gain to date.

Peak Financial Management, Inc. IAGG ($50.96) Holding Chart

Peak Financial Management, Inc. IAGG ($50.96) 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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