ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

PDS Planning, Inc's Holding History (CIK: 0000838618)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 790,542 Value ($000) $78,959 Avg Close — Range —
Q3 2025
Shares 760,978 Value ($000) $76,288 Avg Close — Range —
Q2 2025
Shares 739,526 Value ($000) $73,361 Avg Close — Range —
Q1 2025
Shares 700,903 Value ($000) $69,333 Avg Close — Range —
Q4 2024
Shares 687,306 Value ($000) $66,600 Avg Close — Range —
Q3 2024
Shares 644,270 Value ($000) $65,245 Avg Close — Range —
Q2 2024
Shares 565,330 Value ($000) $54,877 Avg Close — Range —
Q1 2024
Shares 525,927 Value ($000) $51,509 Avg Close — Range —
Q4 2023
Shares 499,189 Value ($000) $49,545 Avg Close — Range —
Q3 2023
Shares 486,210 Value ($000) $45,723 Avg Close — Range —
Q2 2023
Shares 463,836 Value ($000) $45,433 Avg Close — Range —
Q1 2023
Shares 426,732 Value ($000) $42,520 Avg Close — Range —
Q4 2022
Shares 391,384 Value ($000) $37,960 Avg Close — Range —
Q3 2022
Shares 377,766 Value ($000) $36,394 Avg Close — Range —
Q2 2022
Shares 329,346 Value ($000) $33,488 Avg Close — Range —
Q1 2022
Shares 278,180 Value ($000) $29,793 Avg Close — Range —
Q4 2021
Shares 249,881 Value ($000) $28,506 Avg Close — Range —
Q3 2021
Shares 196,554 Value ($000) $22,570 Avg Close — Range —
Q2 2021
Shares 166,115 Value ($000) $19,158 Avg Close — Range —
Q1 2021
Shares 144,462 Value ($000) $16,444 Avg Close — Range —
Q4 2020
Shares 107,256 Value ($000) $12,677 Avg Close — Range —
Q3 2020
Shares 88,632 Value ($000) $10,464 Avg Close — Range —
Q2 2020
Shares 76,676 Value ($000) $9,064 Avg Close — Range —
Q1 2020
Shares 7,921 Value ($000) $914 Avg Close — Range —
Q4 2019
Shares 7,857 Value ($000) $883 Avg Close — Range —
Q3 2019
Shares 7,885 Value ($000) $892 Avg Close — Range —
Q2 2019
Shares 8,133 Value ($000) $906 Avg Close — Range —
Q1 2019
Shares 8,074 Value ($000) $881 Avg Close — Range —
Q4 2018
Shares 7,906 Value ($000) $842 Avg Close — Range —