ISHARES TR

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

SHEETS SMITH WEALTH MANAGEMENT's Holding History (CIK: 0001157436)

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

Q4 2025
Shares 11,726 Value ($000) $1,171 Avg Close — Range —
Q3 2025
Shares 11,169 Value ($000) $1,120 Avg Close — Range —
Q2 2025
Shares 10,864 Value ($000) $1,078 Avg Close — Range —
Q1 2025
Shares 11,360 Value ($000) $1,124 Avg Close — Range —
Q4 2024
Shares 12,146 Value ($000) $1,177 Avg Close — Range —
Q3 2024
Shares 23,274 Value ($000) $2,357 Avg Close — Range —
Q2 2024
Shares 21,564 Value ($000) $2,093 Avg Close — Range —
Q1 2024
Shares 21,467 Value ($000) $2,103 Avg Close — Range —
Q4 2023
Shares 19,325 Value ($000) $1,918 Avg Close — Range —
Q3 2023
Shares 17,897 Value ($000) $1,683 Avg Close — Range —
Q2 2023
Shares 17,842 Value ($000) $1,748 Avg Close — Range —
Q1 2023
Shares 16,422 Value ($000) $1,636 Avg Close — Range —
Q4 2022
Shares 16,263 Value ($000) $1,577 Avg Close — Range —
Q3 2022
Shares 15,681 Value ($000) $1,511 Avg Close — Range —
Q2 2022
Shares 14,608 Value ($000) $1,485 Avg Close — Range —
Q1 2022
Shares 14,548 Value ($000) $1,558 Avg Close — Range —
Q4 2021
Shares 15,455 Value ($000) $1,763 Avg Close — Range —
Q3 2021
Shares 15,327 Value ($000) $1,760 Avg Close — Range —
Q2 2021
Shares 15,064 Value ($000) $1,737 Avg Close — Range —
Q1 2021
Shares 14,935 Value ($000) $1,700 Avg Close — Range —
Q4 2020
Shares 14,842 Value ($000) $1,754 Avg Close — Range —
Q3 2020
Shares 15,173 Value ($000) $1,791 Avg Close — Range —
Q2 2020
Shares 14,890 Value ($000) $1,760 Avg Close — Range —
Q1 2020
Shares 15,835 Value ($000) $1,827 Avg Close — Range —
Q4 2019
Shares 38,133 Value ($000) $4,285 Avg Close — Range —
Q3 2019
Shares 15,633 Value ($000) $1,769 Avg Close — Range —
Q2 2019
Shares 14,386 Value ($000) $1,602 Avg Close — Range —
Q1 2019
Shares 13,797 Value ($000) $1,505 Avg Close — Range —
Q4 2018
Shares 13,741 Value ($000) $1,463 Avg Close — Range —
Q3 2018
Shares 13,637 Value ($000) $1,439 Avg Close — Range —
Q1 2018
Shares 13,008 Value ($000) $1,395 Avg Close — Range —
Q4 2017
Shares 2,831 Value ($000) $310 Avg Close — Range —
Q3 2017
Shares 2,827 Value ($000) $310 Avg Close — Range —
Q2 2017
Shares 2,823 Value ($000) $309 Avg Close — Range —
Q1 2017
Shares 9,522 Value ($000) $1,033 Avg Close — Range —
Q4 2016
Shares 7,612 Value ($000) $823 Avg Close — Range —
Q3 2016
Shares 7,506 Value ($000) $844 Avg Close — Range —
Q2 2016
Shares 5,531 Value ($000) $623 Avg Close — Range —
Q1 2016
Shares 5,095 Value ($000) $565 Avg Close — Range —
Q4 2015
Shares 5,217 Value ($000) $564 Avg Close — Range —
Q3 2015
Shares 4,790 Value ($000) $525 Avg Close — Range —
Q2 2015
Shares 8,814 Value ($000) $959 Avg Close — Range —
Q1 2015
Shares 7,923 Value ($000) $883 Avg Close — Range —
Q4 2014
Shares 6,183 Value ($000) $681 Avg Close — Range —
Q3 2014
Shares 5,166 Value ($000) $564 Avg Close — Range —
Q2 2014
Shares 4,836 Value ($000) $529 Avg Close — Range —
Q1 2014
Shares 4,093 Value ($000) $442 Avg Close — Range —
Q4 2013
Shares 6,481 Value ($000) $690 Avg Close — Range —
Q3 2013
Shares 6,047 Value ($000) $648 Avg Close — Range —
Q2 2013
Shares 5,232 Value ($000) $561 Avg Close — Range —
Q1 2013
Shares 5,271 Value ($000) $584 Avg Close — Range —