ISHARES TR

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 5,986 Value ($000) $598 Avg Close — Range —
Q3 2025
Shares 5,986 Value ($000) $600 Avg Close — Range —
Q4 2023
Shares 2,426 Value ($000) $241 Avg Close — Range —
Q3 2023
Shares 2,425 Value ($000) $228 Avg Close — Range —
Q2 2023
Shares 2,047 Value ($000) $201 Avg Close — Range —
Q1 2023
Shares 2,710 Value ($000) $270 Avg Close — Range —
Q4 2022
Shares 31,284 Value ($000) $3,034 Avg Close — Range —
Q3 2022
Shares 31,158 Value ($000) $3,001 Avg Close — Range —
Q2 2022
Shares 24,729 Value ($000) $2,515 Avg Close — Range —
Q1 2022
Shares 25,551 Value ($000) $2,736 Avg Close — Range —
Q4 2021
Shares 69,472 Value ($000) $7,978 Avg Close — Range —
Q3 2021
Shares 69,472 Value ($000) $7,978 Avg Close — Range —
Q2 2021
Shares 64,839 Value ($000) $7,478 Avg Close — Range —
Q1 2021
Shares 62,751 Value ($000) $7,143 Avg Close — Range —
Q4 2020
Shares 58,879 Value ($000) $6,959 Avg Close — Range —