Number of Shares
78,360.00
Current Holdings Value*
$3.92 Mil
% of Portfolio
1.1%
Total Estimate Gain
$58,056.61
% of Total Estimate Gain
0.63%

Wiser Wealth Management, Inc's iShares International Aggregate Bond Fund Holding Summary

As of 2025-03-31, Wiser Wealth Management, Inc held 78,360.00 shares of iShares International Aggregate Bond Fund(IAGG), totaling $3.92 Mil. This investment constitutes 1.1% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0.06% of the outstanding iShares International Aggregate Bond Fund(IAGG) stock.

The initial trade took place in 2022Q2. And since then Wiser Wealth Management, Inc has made 7 purchases of IAGG, at an average price of $50.13, for a total of 183,895.00 shares. In addition, there have been 3 sales at an average price of $50.08 for 105,535.00 shares. Based on historical transaction data and IAGG's current price of $50.95, Wiser Wealth Management, Inc's estimated gain on his IAGG holdings is $58,056.61, reflecting a 0.63% gain to date.

Wiser Wealth Management, Inc IAGG ($50.95) Holding Chart

Wiser Wealth Management, Inc IAGG ($50.95) 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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