ISHARES TR

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

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 217,140 Value ($000) $21,688 Avg Close — Range —
Q3 2025
Shares 177,725 Value ($000) $17,817 Avg Close — Range —
Q2 2025
Shares 219,459 Value ($000) $21,770 Avg Close — Range —
Q1 2025
Shares 222,281 Value ($000) $21,988 Avg Close — Range —
Q4 2024
Shares 324,667 Value ($000) $31,460 Avg Close — Range —
Q3 2024
Shares 138,260 Value ($000) $14,002 Avg Close — Range —
Q2 2024
Shares 109,425 Value ($000) $10,622 Avg Close — Range —
Q1 2024
Shares 15,242 Value ($000) $1,468 Avg Close — Range —
Q4 2023
Shares 13,821 Value ($000) $1,372 Avg Close — Range —
Q3 2023
Shares 4,009 Value ($000) $377 Avg Close — Range —
Q2 2023
Shares 1,607 Value ($000) $157 Avg Close — Range —
Q1 2023
Shares 1,567 Value ($000) $156 Avg Close — Range —
Q4 2022
Shares 1,913 Value ($000) $186 Avg Close — Range —
Q3 2022
Shares 3,943 Value ($000) $380 Avg Close — Range —
Q2 2022
Shares 1,538 Value ($000) $156 Avg Close — Range —
Q1 2022
Shares 4,313 Value ($000) $462 Avg Close — Range —
Q4 2021
Shares 8,332 Value ($000) $951 Avg Close — Range —
Q3 2021
Shares 3,817 Value ($000) $438 Avg Close — Range —
Q2 2021
Shares 3,029 Value ($000) $349 Avg Close — Range —
Q1 2021
Shares 3,029 Value ($000) $345 Avg Close — Range —
Q4 2020
Shares 3,596 Value ($000) $425 Avg Close — Range —
Q3 2020
Shares 3,783 Value ($000) $447 Avg Close — Range —
Q2 2020
Shares 14,259 Value ($000) $1,686 Avg Close — Range —
Q1 2020
Shares 3,924 Value ($000) $453 Avg Close — Range —