ISHARES TR

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 1,479,887 Value ($000) $147,811 Avg Close Range
Q3 2025
Shares 1,442,415 Value ($000) $144,602 Avg Close Range
Q2 2025
Shares 1,416,506 Value ($000) $140,517 Avg Close Range
Q1 2025
Shares 1,391,690 Value ($000) $137,666 Avg Close Range
Q4 2024
Shares 1,361,114 Value ($000) $131,892 Avg Close Range
Q3 2024
Shares 1,274,209 Value ($000) $129,039 Avg Close Range
Q2 2024
Shares 1,297,511 Value ($000) $125,949 Avg Close Range
Q1 2024
Shares 1,232,022 Value ($000) $120,664 Avg Close Range
Q4 2023
Shares 1,051,055 Value ($000) $104,317 Avg Close Range
Q3 2023
Shares 945,662 Value ($000) $88,930 Avg Close Range
Q2 2023
Shares 703,315 Value ($000) $68,890 Avg Close Range
Q1 2023
Shares 490,794 Value ($000) $48,903 Avg Close Range
Q4 2022
Shares 163,438 Value ($000) $15,852 Avg Close Range
Q3 2022
Shares 46,558 Value ($000) $4,485 Avg Close Range
Q2 2022
Shares 83,618 Value ($000) $8,502 Avg Close Range
Q1 2022
Shares 50,956 Value ($000) $5,457 Avg Close Range
Q4 2021
Shares 37,749 Value ($000) $4,306 Avg Close Range
Q3 2021
Shares 42,980 Value ($000) $4,935 Avg Close Range
Q2 2021
Shares 43,115 Value ($000) $4,972 Avg Close Range
Q1 2021
Shares 47,869 Value ($000) $5,449 Avg Close Range
Q4 2020
Shares 53,057 Value ($000) $6,271 Avg Close Range
Q3 2020
Shares 54,349 Value ($000) $6,416 Avg Close Range
Q2 2020
Shares 50,594 Value ($000) $5,981 Avg Close Range
Q1 2020
Shares 59,803 Value ($000) $6,899 Avg Close Range
Q4 2019
Shares 36,532 Value ($000) $4,105 Avg Close Range
Q3 2019
Shares 25,137 Value ($000) $2,845 Avg Close Range
Q2 2019
Shares 16,152 Value ($000) $1,799 Avg Close Range
Q1 2019
Shares 42,931 Value ($000) $4,682 Avg Close Range
Q4 2018
Shares 75,890 Value ($000) $8,082 Avg Close Range
Q3 2018
Shares 13,274 Value ($000) $1,401 Avg Close Range
Q2 2018
Shares 13,658 Value ($000) $1,452 Avg Close Range
Q1 2018
Shares 17,106 Value ($000) $1,835 Avg Close Range
Q4 2017
Shares 24,126 Value ($000) $2,638 Avg Close Range
Q3 2017
Shares 22,782 Value ($000) $2,497 Avg Close Range
Q2 2017
Shares 45,064 Value ($000) $4,935 Avg Close Range
Q1 2017
Shares 32,629 Value ($000) $3,540 Avg Close Range
Q4 2016
Shares 68,600 Value ($000) $7,413 Avg Close Range
Q3 2016
Shares 68,413 Value ($000) $7,691 Avg Close Range
Q2 2016
Shares 47,979 Value ($000) $5,403 Avg Close Range
Q1 2016
Shares 43,024 Value ($000) $4,768 Avg Close Range
Q2 2015
Shares 2,568 Value ($000) $279 Avg Close Range
Q1 2015
Shares 4,987 Value ($000) $556 Avg Close Range