ISHARES TR

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

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 10,644,543 Value ($000) $1,063,177 Avg Close — Range —
Q3 2025
Shares 11,970,111 Value ($000) $1,200,004 Avg Close — Range —
Q2 2025
Shares 12,373,724 Value ($000) $1,227,473 Avg Close — Range —
Q1 2025
Shares 12,704,025 Value ($000) $1,256,682 Avg Close — Range —
Q4 2024
Shares 12,879,420 Value ($000) $1,248,016 Avg Close — Range —
Q3 2024
Shares 12,631,424 Value ($000) $1,279,184 Avg Close — Range —
Q2 2024
Shares 12,959,116 Value ($000) $1,257,941 Avg Close — Range —
Q1 2024
Shares 12,640,172 Value ($000) $1,237,978 Avg Close — Range —
Q4 2023
Shares 12,555,162 Value ($000) $1,246,100 Avg Close — Range —
Q3 2023
Shares 11,802,110 Value ($000) $1,109,870 Avg Close — Range —
Q2 2023
Shares 11,245,592 Value ($000) $1,101,506 Avg Close — Range —
Q1 2023
Shares 11,139,976 Value ($000) $1,109,987 Avg Close — Range —
Q4 2022
Shares 11,489,596 Value ($000) $1,114,376 Avg Close — Range —
Q3 2022
Shares 11,511,622 Value ($000) $1,109,030 Avg Close — Range —
Q2 2022
Shares 11,590,621 Value ($000) $1,178,534 Avg Close — Range —
Q1 2022
Shares 14,118,618 Value ($000) $1,512,104 Avg Close — Range —
Q4 2021
Shares 15,597,209 Value ($000) $1,779,330 Avg Close — Range —
Q3 2021
Shares 15,520,016 Value ($000) $1,782,163 Avg Close — Range —
Q2 2021
Shares 15,858,693 Value ($000) $1,828,983 Avg Close — Range —
Q1 2021
Shares 16,793,249 Value ($000) $1,911,576 Avg Close — Range —
Q4 2020
Shares 16,406,793 Value ($000) $1,939,119 Avg Close — Range —
Q3 2020
Shares 16,906,103 Value ($000) $1,995,935 Avg Close — Range —
Q2 2020
Shares 17,332,630 Value ($000) $2,048,890 Avg Close — Range —
Q1 2020
Shares 17,815,585 Value ($000) $2,055,384 Avg Close — Range —
Q4 2019
Shares 24,642,926 Value ($000) $2,769,126 Avg Close — Range —
Q3 2019
Shares 23,060,002 Value ($000) $2,609,701 Avg Close — Range —
Q2 2019
Shares 21,960,573 Value ($000) $2,445,310 Avg Close — Range —
Q1 2019
Shares 19,248,589 Value ($000) $2,099,444 Avg Close — Range —
Q4 2018
Shares 17,780,041 Value ($000) $1,893,397 Avg Close — Range —
Q3 2018
Shares 17,526,500 Value ($000) $1,849,396 Avg Close — Range —
Q2 2018
Shares 15,447,052 Value ($000) $1,642,331 Avg Close — Range —
Q1 2018
Shares 14,277,545 Value ($000) $1,531,267 Avg Close — Range —
Q4 2017
Shares 13,768,701 Value ($000) $1,505,332 Avg Close — Range —
Q3 2017
Shares 12,159,229 Value ($000) $1,332,530 Avg Close — Range —
Q2 2017
Shares 11,019,051 Value ($000) $1,206,696 Avg Close — Range —
Q1 2017
Shares 10,077,288 Value ($000) $1,093,285 Avg Close — Range —
Q4 2016
Shares 9,127,471 Value ($000) $986,315 Avg Close — Range —
Q3 2016
Shares 8,670,256 Value ($000) $974,710 Avg Close — Range —
Q2 2016
Shares 7,393,929 Value ($000) $832,667 Avg Close — Range —
Q1 2016
Shares 6,721,914 Value ($000) $744,956 Avg Close — Range —
Q4 2015
Shares 6,634,749 Value ($000) $716,619 Avg Close — Range —
Q3 2015
Shares 6,032,586 Value ($000) $661,051 Avg Close — Range —
Q2 2015
Shares 5,987,467 Value ($000) $651,317 Avg Close — Range —
Q1 2015
Shares 4,912,784 Value ($000) $547,431 Avg Close — Range —
Q4 2014
Shares 4,128,219 Value ($000) $454,599 Avg Close — Range —
Q3 2014
Shares 3,426,966 Value ($000) $373,916 Avg Close — Range —
Q2 2014
Shares 100,196 Value ($000) $10,961 Avg Close — Range —
Q1 2014
Shares 83,748 Value ($000) $9,037 Avg Close — Range —
Q4 2013
Shares 79,659 Value ($000) $8,478 Avg Close — Range —
Q3 2013
Shares 70,199 Value ($000) $7,525 Avg Close — Range —
Q2 2013
Shares 60,223 Value ($000) $6,457 Avg Close — Range —