ISHARES TR

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

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 4,962 Value ($000) $496 Avg Close — Range —
Q3 2025
Shares 4,515 Value ($000) $453 Avg Close — Range —
Q2 2025
Shares 4,470 Value ($000) $443 Avg Close — Range —
Q1 2025
Shares 4,151 Value ($000) $411 Avg Close — Range —
Q4 2024
Shares 4,144 Value ($000) $402 Avg Close — Range —
Q3 2024
Shares 4,120 Value ($000) $417 Avg Close — Range —
Q2 2024
Shares 3,875 Value ($000) $376 Avg Close — Range —
Q1 2024
Shares 3,792 Value ($000) $371 Avg Close — Range —
Q4 2023
Shares 3,741 Value ($000) $371 Avg Close — Range —
Q3 2023
Shares 3,740 Value ($000) $352 Avg Close — Range —
Q2 2023
Shares 4,236 Value ($000) $415 Avg Close — Range —
Q1 2023
Shares 4,235 Value ($000) $422 Avg Close — Range —
Q4 2022
Shares 4,240 Value ($000) $411 Avg Close — Range —
Q3 2022
Shares 4,248 Value ($000) $409 Avg Close — Range —
Q2 2022
Shares 4,221 Value ($000) $429 Avg Close — Range —
Q1 2022
Shares 5,761 Value ($000) $617 Avg Close — Range —
Q4 2021
Shares 5,614 Value ($000) $640 Avg Close — Range —
Q3 2021
Shares 5,648 Value ($000) $648,516 Avg Close — Range —
Q2 2021
Shares 5,538 Value ($000) $638,710 Avg Close — Range —
Q1 2021
Shares 5,519 Value ($000) $628,271 Avg Close — Range —
Q4 2020
Shares 6,707 Value ($000) $793 Avg Close — Range —
Q3 2020
Shares 7,851 Value ($000) $926,947 Avg Close — Range —
Q2 2020
Shares 8,482 Value ($000) $1,002,687 Avg Close — Range —
Q1 2020
Shares 9,746 Value ($000) $1,124,388 Avg Close — Range —
Q4 2019
Shares 9,804 Value ($000) $1,101,646 Avg Close — Range —
Q3 2019
Shares 9,260 Value ($000) $1,048 Avg Close — Range —
Q2 2019
Shares 9,308 Value ($000) $1,036,443 Avg Close — Range —
Q1 2019
Shares 7,583 Value ($000) $827,103 Avg Close — Range —
Q4 2018
Shares 7,007 Value ($000) $746 Avg Close — Range —
Q3 2018
Shares 7,324 Value ($000) $772 Avg Close — Range —
Q2 2018
Shares 7,190 Value ($000) $766 Avg Close — Range —
Q1 2018
Shares 4,396 Value ($000) $474 Avg Close — Range —
Q4 2017
Shares 3,949 Value ($000) $432 Avg Close — Range —
Q3 2017
Shares 3,695 Value ($000) $406 Avg Close — Range —
Q2 2017
Shares 3,084 Value ($000) $337 Avg Close — Range —
Q1 2017
Shares 3,444 Value ($000) $375 Avg Close — Range —
Q4 2016
Shares 3,350 Value ($000) $363 Avg Close — Range —
Q3 2016
Shares 3,018 Value ($000) $339 Avg Close — Range —
Q2 2016
Shares 2,916 Value ($000) $329 Avg Close — Range —
Q1 2016
Shares 2,923 Value ($000) $323 Avg Close — Range —
Q4 2015
Shares 4,391 Value ($000) $477 Avg Close — Range —
Q3 2015
Shares 4,496 Value ($000) $493 Avg Close — Range —
Q2 2015
Shares 4,536 Value ($000) $496 Avg Close — Range —
Q1 2015
Shares 4,476 Value ($000) $499 Avg Close — Range —
Q4 2014
Shares 4,975 Value ($000) $550 Avg Close — Range —
Q3 2014
Shares 4,484 Value ($000) $492 Avg Close — Range —
Q2 2014
Shares 4,455 Value ($000) $489 Avg Close — Range —
Q1 2014
Shares 4,616 Value ($000) $500 Avg Close — Range —
Q4 2013
Shares 3,987 Value ($000) $426 Avg Close — Range —