Upper Left Wealth Management, LLC IAGG Holdings History
Upper Left Wealth Management, LLC's iShares International Aggregate Bond Fund Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 10,084.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $515,190.00. This investment constitutes 0.34% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.
The initial trade took place in 2024Q3. And since then Upper Left Wealth Management, LLC has made 3 purchases of IAGG, at an average price of $51.13, for a total of 41,238.00 shares. In addition, there have been 1 sales at an average price of $49.98 for 31,154.00 shares. Based on historical transaction data and IAGG's current price of $51.02, Upper Left Wealth Management, LLC's estimated gain on his IAGG holdings is $-36,736.03, reflecting a -1.74% gain to date.
Upper Left Wealth Management, LLC IAGG ($51.02) Holding Chart
Upper Left Wealth Management, LLC IAGG ($51.02) 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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