ISHARES TR

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

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q4 2025
Shares 8,927 Value ($000) $892 Avg Close — Range —
Q3 2025
Shares 8,797 Value ($000) $882 Avg Close — Range —
Q2 2025
Shares 7,922 Value ($000) $786 Avg Close — Range —
Q1 2025
Shares 11,763 Value ($000) $1,164 Avg Close — Range —
Q4 2024
Shares 7,716 Value ($000) $748 Avg Close — Range —
Q3 2024
Shares 8,386 Value ($000) $849 Avg Close — Range —
Q2 2024
Shares 8,384 Value ($000) $814 Avg Close — Range —
Q1 2024
Shares 8,228 Value ($000) $806 Avg Close — Range —
Q4 2023
Shares 45,069 Value ($000) $4,473 Avg Close — Range —
Q3 2023
Shares 41,977 Value ($000) $3,948 Avg Close — Range —
Q2 2023
Shares 31,020 Value ($000) $3,038 Avg Close — Range —
Q1 2023
Shares 6,476 Value ($000) $645 Avg Close — Range —
Q4 2022
Shares 7,738 Value ($000) $750 Avg Close — Range —
Q3 2022
Shares 5,847 Value ($000) $563 Avg Close — Range —
Q4 2021
Shares 3,175 Value ($000) $362 Avg Close — Range —
Q3 2021
Shares 3,653 Value ($000) $420 Avg Close — Range —
Q2 2021
Shares 6,633 Value ($000) $765 Avg Close — Range —
Q1 2021
Shares 7,767 Value ($000) $884 Avg Close — Range —
Q4 2020
Shares 236,044 Value ($000) $27,738 Avg Close — Range —
Q3 2020
Shares 231,688 Value ($000) $27,353 Avg Close — Range —
Q2 2020
Shares 222,282 Value ($000) $26,276 Avg Close — Range —
Q1 2020
Shares 212,876 Value ($000) $24,559 Avg Close — Range —
Q4 2019
Shares 204,738 Value ($000) $23,006 Avg Close — Range —
Q3 2019
Shares 188,063 Value ($000) $21,185 Avg Close — Range —
Q2 2019
Shares 170,581 Value ($000) $18,994 Avg Close — Range —
Q1 2019
Shares 164,416 Value ($000) $17,854 Avg Close — Range —
Q4 2018
Shares 126,857 Value ($000) $13,558 Avg Close — Range —
Q3 2018
Shares 87,069 Value ($000) $9,056 Avg Close — Range —
Q2 2018
Shares 56,333 Value ($000) $5,989 Avg Close — Range —
Q1 2018
Shares 39,216 Value ($000) $4,206 Avg Close — Range —
Q4 2017
Shares 34,613 Value ($000) $3,784 Avg Close — Range —
Q3 2017
Shares 10,500 Value ($000) $1,150 Avg Close — Range —
Q2 2017
Shares 10,500 Value ($000) $1,150 Avg Close — Range —