ISHARES TR

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

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 370,967 Value ($000) $37,052 Avg Close — Range —
Q3 2025
Shares 455,385 Value ($000) $45,652 Avg Close — Range —
Q2 2025
Shares 616,915 Value ($000) $61,198 Avg Close — Range —
Q4 2024
Shares 1,020,473 Value ($000) $98,884 Avg Close — Range —
Q3 2024
Shares 204,560 Value ($000) $20,716 Avg Close — Range —
Q2 2024
Shares 742,135 Value ($000) $72,039 Avg Close — Range —
Q1 2024
Shares 646,131 Value ($000) $63,282 Avg Close — Range —
Q4 2023
Shares 385,173 Value ($000) $38,228 Avg Close — Range —
Q3 2023
Shares 27,132 Value ($000) $2,551 Avg Close — Range —
Q2 2023
Shares 16,264 Value ($000) $1,593 Avg Close — Range —
Q1 2023
Shares 68,218 Value ($000) $6,797 Avg Close — Range —
Q4 2022
Shares 30,396 Value ($000) $2,948 Avg Close — Range —
Q3 2022
Shares 25,315 Value ($000) $2,439 Avg Close — Range —
Q2 2022
Shares 15,679 Value ($000) $1,594 Avg Close — Range —
Q1 2022
Shares 21,213 Value ($000) $2,271 Avg Close — Range —
Q4 2021
Shares 23,300 Value ($000) $2,657 Avg Close — Range —
Q3 2021
Shares 23,750 Value ($000) $2,726 Avg Close — Range —
Q2 2021
Shares 24,578 Value ($000) $2,834 Avg Close — Range —
Q1 2021
Shares 30,493 Value ($000) $3,470 Avg Close — Range —
Q4 2020
Shares 29,472 Value ($000) $3,482 Avg Close — Range —
Q3 2020
Shares 31,171 Value ($000) $3,680 Avg Close — Range —
Q2 2020
Shares 35,535 Value ($000) $4,200 Avg Close — Range —
Q1 2020
Shares 50 Value ($000) $5 Avg Close — Range —
Q4 2019
Shares 43,854 Value ($000) $4,928 Avg Close — Range —
Q3 2019
Shares 43,541 Value ($000) $4,928 Avg Close — Range —
Q2 2019
Shares 41,791 Value ($000) $4,653 Avg Close — Range —