ISHARES TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 201,591 Value ($000) $20,135 Avg Close — Range —
Q3 2025
Shares 200,769 Value ($000) $20,127 Avg Close — Range —
Q2 2025
Shares 288,079 Value ($000) $28,577 Avg Close — Range —
Q1 2025
Shares 297,119 Value ($000) $29,391 Avg Close — Range —
Q4 2024
Shares 259,386 Value ($000) $25,135 Avg Close — Range —
Q3 2024
Shares 133,379 Value ($000) $13,507 Avg Close — Range —
Q2 2024
Shares 138,808 Value ($000) $13,474 Avg Close — Range —
Q1 2024
Shares 65,609 Value ($000) $6,426 Avg Close — Range —
Q4 2023
Shares 77,602 Value ($000) $7,702 Avg Close — Range —
Q3 2023
Shares 71,583 Value ($000) $6,732 Avg Close — Range —
Q2 2023
Shares 78,822 Value ($000) $7,721 Avg Close — Range —
Q1 2023
Shares 71,080 Value ($000) $7,082 Avg Close — Range —
Q4 2022
Shares 84,357 Value ($000) $8,182 Avg Close — Range —
Q3 2022
Shares 67,798 Value ($000) $6,532 Avg Close — Range —
Q2 2022
Shares 90,701 Value ($000) $9,222 Avg Close — Range —
Q1 2022
Shares 76,213 Value ($000) $8,162 Avg Close — Range —
Q4 2021
Shares 74,500 Value ($000) $8,202 Avg Close — Range —
Q3 2021
Shares 63,945 Value ($000) $7,312 Avg Close — Range —
Q2 2021
Shares 62,676 Value ($000) $7,268 Avg Close — Range —
Q1 2021
Shares 71,969 Value ($000) $8,225 Avg Close — Range —
Q4 2020
Shares 77,113 Value ($000) $9,011 Avg Close — Range —
Q3 2020
Shares 76,413 Value ($000) $8,956 Avg Close — Range —
Q2 2020
Shares 73,411 Value ($000) $8,685 Avg Close — Range —
Q1 2020
Shares 81,295 Value ($000) $9,379 Avg Close — Range —
Q4 2019
Shares 89,980 Value ($000) $10,248 Avg Close — Range —
Q3 2019
Shares 94,644 Value ($000) $10,711 Avg Close — Range —
Q2 2019
Shares 88,491 Value ($000) $9,853 Avg Close — Range —
Q1 2019
Shares 92,339 Value ($000) $10,071 Avg Close — Range —
Q4 2018
Shares 99,760 Value ($000) $10,623 Avg Close — Range —
Q3 2018
Shares 67,249 Value ($000) $7,096 Avg Close — Range —
Q2 2018
Shares 66,070 Value ($000) $7,025 Avg Close — Range —
Q1 2018
Shares 70,663 Value ($000) $7,579 Avg Close — Range —
Q4 2017
Shares 146,308 Value ($000) $15,996 Avg Close — Range —
Q3 2017
Shares 232,188 Value ($000) $25,445 Avg Close — Range —
Q2 2017
Shares 508,467 Value ($000) $55,682 Avg Close — Range —
Q1 2017
Shares 506,351 Value ($000) $54,934 Avg Close — Range —
Q4 2016
Shares 496,367 Value ($000) $53,637 Avg Close — Range —
Q3 2016
Shares 485,330 Value ($000) $54,561 Avg Close — Range —
Q2 2016
Shares 479,899 Value ($000) $54,044 Avg Close — Range —
Q1 2016
Shares 27,967 Value ($000) $3,099 Avg Close — Range —
Q4 2015
Shares 177,908 Value ($000) $19,216 Avg Close — Range —
Q3 2015
Shares 5,264 Value ($000) $577 Avg Close — Range —
Q2 2015
Shares 14,000 Value ($000) $1,523 Avg Close — Range —
Q1 2015
Shares 17,387 Value ($000) $1,937 Avg Close — Range —
Q4 2014
Shares 15,991 Value ($000) $1,761 Avg Close — Range —
Q3 2014
Shares 13,799 Value ($000) $1,506 Avg Close — Range —
Q2 2014
Shares 18,756 Value ($000) $2,052 Avg Close — Range —
Q1 2014
Shares 20,383 Value ($000) $2,200 Avg Close — Range —
Q4 2013
Shares 96,213 Value ($000) $10,240 Avg Close — Range —
Q3 2013
Shares 4,797 Value ($000) $514 Avg Close — Range —
Q2 2013
Shares 6,309 Value ($000) $676 Avg Close — Range —