Trinity Wealth Management, LLC IAGG Holdings History
Trinity Wealth Management, LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 301,894.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $15.42 Mil. This investment constitutes 6.12% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.15% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 14 purchases of IAGG, at an average price of $52.65, for a total of 375,849.00 shares. In addition, there have been 7 sales at an average price of $53.32 for 73,955.00 shares. Based on historical transaction data and IAGG's current price of $50.93, Trinity Wealth Management, LLC's estimated gain on his IAGG holdings is $-469,729.65, reflecting a -2.37% gain to date.
Trinity Wealth Management, LLC IAGG ($50.93) Holding Chart
Trinity Wealth Management, 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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