ISHARES TR

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

RKL Wealth Management LLC's Holding History (CIK: 0001604723)

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

Q4 2025
Shares 66,637 Value ($000) $6,656 Avg Close Range
Q3 2025
Shares 66,088 Value ($000) $6,625 Avg Close Range
Q2 2025
Shares 64,855 Value ($000) $6,434 Avg Close Range
Q1 2025
Shares 51,146 Value ($000) $5,059 Avg Close Range
Q4 2024
Shares 48,122 Value ($000) $4,663 Avg Close Range
Q3 2024
Shares 43,144 Value ($000) $4,369 Avg Close Range
Q2 2024
Shares 40,243 Value ($000) $3,906 Avg Close Range
Q1 2024
Shares 42,134 Value ($000) $4,127 Avg Close Range
Q4 2023
Shares 46,239 Value ($000) $4,589 Avg Close Range
Q3 2023
Shares 45,871 Value ($000) $4,314 Avg Close Range
Q2 2023
Shares 45,755 Value ($000) $4,482 Avg Close Range
Q1 2023
Shares 43,379 Value ($000) $4,322 Avg Close Range
Q4 2022
Shares 38,456 Value ($000) $3,730 Avg Close Range
Q3 2022
Shares 37,424 Value ($000) $3,605 Avg Close Range
Q2 2022
Shares 36,171 Value ($000) $3,678 Avg Close Range
Q1 2022
Shares 23,985 Value ($000) $2,569 Avg Close Range
Q4 2021
Shares 7,270 Value ($000) $829 Avg Close Range
Q3 2021
Shares 7,571 Value ($000) $869 Avg Close Range
Q2 2021
Shares 7,085 Value ($000) $817 Avg Close Range
Q1 2021
Shares 6,638 Value ($000) $756 Avg Close Range
Q4 2020
Shares 6,289 Value ($000) $743 Avg Close Range
Q3 2020
Shares 6,573 Value ($000) $776 Avg Close Range
Q2 2020
Shares 6,868 Value ($000) $812 Avg Close Range
Q1 2020
Shares 7,071 Value ($000) $816 Avg Close Range
Q4 2019
Shares 6,427 Value ($000) $722 Avg Close Range
Q3 2019
Shares 6,491 Value ($000) $736 Avg Close Range
Q2 2019
Shares 8,616 Value ($000) $959 Avg Close Range
Q1 2019
Shares 7,191 Value ($000) $784 Avg Close Range
Q4 2018
Shares 6,152 Value ($000) $658 Avg Close Range
Q3 2018
Shares 4,506 Value ($000) $474 Avg Close Range
Q2 2018
Shares 5,412 Value ($000) $575 Avg Close Range
Q1 2018
Shares 5,607 Value ($000) $604 Avg Close Range
Q4 2017
Shares 19,249 Value ($000) $2,103 Avg Close Range
Q3 2017
Shares 16,555 Value ($000) $1,815 Avg Close Range
Q2 2017
Shares 16,537 Value ($000) $1,812 Avg Close Range
Q1 2017
Shares 2,080 Value ($000) $225,000 Avg Close Range
Q4 2016
Shares 2,815 Value ($000) $304 Avg Close Range