ISHARES TR

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

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 229,717 Value ($000) $22,944 Avg Close Range
Q3 2025
Shares 205,284 Value ($000) $20,580 Avg Close Range
Q2 2025
Shares 204,498 Value ($000) $20,286 Avg Close Range
Q1 2025
Shares 207,723 Value ($000) $20,548 Avg Close Range
Q4 2024
Shares 182,010 Value ($000) $17,637 Avg Close Range
Q3 2024
Shares 121,842 Value ($000) $12,339 Avg Close Range
Q2 2024
Shares 128,058 Value ($000) $12,431 Avg Close Range
Q1 2024
Shares 143,892 Value ($000) $14,093 Avg Close Range
Q4 2023
Shares 145,912 Value ($000) $14,482 Avg Close Range
Q3 2023
Shares 155,207 Value ($000) $14,596 Avg Close Range
Q2 2023
Shares 142,142 Value ($000) $13,923 Avg Close Range
Q4 2022
Shares 118,330 Value ($000) $11 Avg Close Range
Q3 2022
Shares 47,824 Value ($000) $4,607 Avg Close Range
Q4 2021
Shares 131,623 Value ($000) $15,016 Avg Close Range
Q3 2021
Shares 123,911 Value ($000) $14,229 Avg Close Range
Q2 2021
Shares 111,011 Value ($000) $12,803 Avg Close Range
Q1 2021
Shares 134,359 Value ($000) $15,403 Avg Close Range
Q4 2020
Shares 126,077 Value ($000) $14,901 Avg Close Range
Q3 2020
Shares 164,920 Value ($000) $19,470 Avg Close Range
Q2 2020
Shares 89,666 Value ($000) $10,599 Avg Close Range
Q1 2020
Shares 116,850 Value ($000) $13,481 Avg Close Range
Q4 2019
Shares 52,647 Value ($000) $5,916 Avg Close Range
Q3 2019
Shares 84,536 Value ($000) $9,567 Avg Close Range
Q1 2019
Shares 84,108 Value ($000) $9,174 Avg Close Range
Q4 2018
Shares 94,282 Value ($000) $10,040 Avg Close Range
Q2 2018
Shares 105,851 Value ($000) $11,251 Avg Close Range
Q1 2018
Shares 103,387 Value ($000) $10,925 Avg Close Range
Q4 2017
Shares 92,019 Value ($000) $9,976 Avg Close Range
Q3 2017
Shares 81,924 Value ($000) $8,954 Avg Close Range
Q2 2017
Shares 45,692 Value ($000) $5,006 Avg Close Range
Q1 2017
Shares 53,370 Value ($000) $5,840 Avg Close Range
Q4 2016
Shares 39,185 Value ($000) $4,228 Avg Close Range