ISHARES TR

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

Lee Financial Co's Holding History (CIK: 0001391166)

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

Q4 2025
Shares 7,411 Value ($000) $740 Avg Close Range
Q3 2025
Shares 7,246 Value ($000) $726 Avg Close Range
Q2 2025
Shares 12,835 Value ($000) $1,273 Avg Close Range
Q1 2025
Shares 11,668 Value ($000) $1,154 Avg Close Range
Q4 2024
Shares 5,821 Value ($000) $564 Avg Close Range
Q3 2024
Shares 3,671 Value ($000) $372 Avg Close Range
Q2 2024
Shares 3,075 Value ($000) $298 Avg Close Range
Q1 2024
Shares 3,279 Value ($000) $321 Avg Close Range
Q4 2023
Shares 5,340 Value ($000) $530 Avg Close Range
Q3 2023
Shares 2,423 Value ($000) $228 Avg Close Range
Q2 2023
Shares 3,515 Value ($000) $344 Avg Close Range
Q1 2023
Shares 3,472 Value ($000) $346 Avg Close Range
Q4 2022
Shares 4,953 Value ($000) $480 Avg Close Range
Q3 2022
Shares 18,673 Value ($000) $1,799 Avg Close Range
Q2 2022
Shares 22,187 Value ($000) $2,256 Avg Close Range
Q1 2022
Shares 29,752 Value ($000) $3,186 Avg Close Range
Q4 2021
Shares 32,170 Value ($000) $3,670 Avg Close Range
Q3 2021
Shares 30,882 Value ($000) $3,546 Avg Close Range
Q2 2021
Shares 35,236 Value ($000) $4,064 Avg Close Range
Q1 2021
Shares 57,633 Value ($000) $6,560 Avg Close Range
Q4 2020
Shares 76,283 Value ($000) $9,016 Avg Close Range
Q3 2020
Shares 77,414 Value ($000) $9,140 Avg Close Range
Q2 2020
Shares 104,417 Value ($000) $12,343 Avg Close Range
Q1 2020
Shares 122,777 Value ($000) $14,165 Avg Close Range
Q4 2019
Shares 128,942 Value ($000) $14,489 Avg Close Range
Q3 2019
Shares 144,238 Value ($000) $16,323 Avg Close Range
Q2 2019
Shares 148,028 Value ($000) $16,483 Avg Close Range
Q1 2019
Shares 150,521 Value ($000) $16,417 Avg Close Range
Q4 2018
Shares 169,112 Value ($000) $18,009 Avg Close Range
Q3 2018
Shares 182,773 Value ($000) $19,286 Avg Close Range
Q2 2018
Shares 192,194 Value ($000) $20,434 Avg Close Range
Q1 2018
Shares 194,145 Value ($000) $20,822 Avg Close Range
Q4 2017
Shares 194,232 Value ($000) $21,235 Avg Close Range
Q3 2017
Shares 83,249 Value ($000) $9,123 Avg Close Range
Q2 2017
Shares 68,722 Value ($000) $7,526 Avg Close Range
Q1 2017
Shares 60,149 Value ($000) $6,526 Avg Close Range
Q4 2016
Shares 15,664 Value ($000) $1,693 Avg Close Range