ISHARES TR

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

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 23,129 Value ($000) $2,310 Avg Close — Range —
Q3 2025
Shares 30,810 Value ($000) $3,089 Avg Close — Range —
Q2 2025
Shares 42,030 Value ($000) $4,169 Avg Close — Range —
Q1 2025
Shares 46,249 Value ($000) $4,575 Avg Close — Range —
Q4 2024
Shares 35,264 Value ($000) $3,417 Avg Close — Range —
Q3 2024
Shares 31,890 Value ($000) $3,230 Avg Close — Range —
Q2 2024
Shares 29,674 Value ($000) $2,880 Avg Close — Range —
Q1 2024
Shares 32,369 Value ($000) $3,170 Avg Close — Range —
Q4 2023
Shares 21,856 Value ($000) $2,169 Avg Close — Range —
Q3 2023
Shares 37,651 Value ($000) $3,541 Avg Close — Range —
Q2 2023
Shares 47,339 Value ($000) $4,637 Avg Close — Range —
Q1 2023
Shares 49,333 Value ($000) $4,916 Avg Close — Range —
Q4 2022
Shares 8,020 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 8,020 Value ($000) $772 Avg Close — Range —
Q2 2022
Shares 24,117 Value ($000) $2,452 Avg Close — Range —
Q1 2022
Shares 18,018 Value ($000) $1,929 Avg Close — Range —
Q4 2021
Shares 45,124 Value ($000) $5,147 Avg Close — Range —
Q3 2021
Shares 2,847 Value ($000) $327 Avg Close — Range —
Q2 2021
Shares 3,144 Value ($000) $362 Avg Close — Range —
Q1 2021
Shares 6,028 Value ($000) $686 Avg Close — Range —
Q4 2020
Shares 17,811 Value ($000) $2,105 Avg Close — Range —
Q3 2020
Shares 2,291 Value ($000) $270 Avg Close — Range —
Q2 2020
Shares 2,428 Value ($000) $287 Avg Close — Range —
Q1 2020
Shares 2,812 Value ($000) $324 Avg Close — Range —