ISHARES TR

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

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 604 Value ($000) $60 Avg Close — Range —
Q3 2025
Shares 604 Value ($000) $61 Avg Close — Range —
Q2 2025
Shares 604 Value ($000) $60 Avg Close — Range —
Q4 2024
Shares 5,074 Value ($000) $492 Avg Close — Range —