ISHARES TR

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

MISSION WEALTH MANAGEMENT, LP's Holding History (CIK: 0001645382)

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

Q4 2025
Shares 17,674 Value ($000) $1,765 Avg Close Range
Q3 2025
Shares 17,820 Value ($000) $1,786 Avg Close Range
Q2 2025
Shares 22,758 Value ($000) $2,258 Avg Close Range
Q1 2025
Shares 33,333 Value ($000) $3,297 Avg Close Range
Q4 2024
Shares 17,258 Value ($000) $1,672 Avg Close Range
Q3 2024
Shares 17,013 Value ($000) $1,723 Avg Close Range
Q2 2024
Shares 21,270 Value ($000) $2,065 Avg Close Range
Q1 2024
Shares 64,054 Value ($000) $6,273 Avg Close Range
Q4 2023
Shares 27,516 Value ($000) $2,731 Avg Close Range
Q3 2023
Shares 16,276 Value ($000) $1,531 Avg Close Range
Q2 2023
Shares 24,204 Value ($000) $2,371 Avg Close Range
Q1 2023
Shares 26,196 Value ($000) $2,610 Avg Close Range
Q4 2022
Shares 31,946 Value ($000) $3,098 Avg Close Range
Q3 2022
Shares 40,519 Value ($000) $3,904 Avg Close Range
Q2 2022
Shares 45,118 Value ($000) $4,588 Avg Close Range
Q1 2022
Shares 55,244 Value ($000) $5,917 Avg Close Range
Q4 2021
Shares 58,724 Value ($000) $6,699 Avg Close Range
Q3 2021
Shares 68,556 Value ($000) $7,872 Avg Close Range
Q2 2021
Shares 79,820 Value ($000) $9,206 Avg Close Range
Q1 2021
Shares 95,573 Value ($000) $10,879 Avg Close Range
Q4 2020
Shares 117,939 Value ($000) $13,939 Avg Close Range
Q3 2020
Shares 124,456 Value ($000) $14,693 Avg Close Range
Q2 2020
Shares 130,769 Value ($000) $15,458 Avg Close Range
Q1 2020
Shares 158,174 Value ($000) $18,248 Avg Close Range
Q4 2019
Shares 238,404 Value ($000) $26,789 Avg Close Range
Q3 2019
Shares 259,504 Value ($000) $29,368 Avg Close Range
Q2 2019
Shares 172,746 Value ($000) $19,235 Avg Close Range
Q1 2019
Shares 58,195 Value ($000) $6,347 Avg Close Range
Q4 2018
Shares 41,990 Value ($000) $4,472 Avg Close Range
Q3 2018
Shares 38,798 Value ($000) $4,094 Avg Close Range
Q2 2018
Shares 37,444 Value ($000) $3,981 Avg Close Range
Q1 2018
Shares 10,883 Value ($000) $1,167 Avg Close Range
Q4 2017
Shares 5,527 Value ($000) $604 Avg Close Range
Q3 2017
Shares 3,837 Value ($000) $420 Avg Close Range
Q2 2017
Shares 2,795 Value ($000) $306 Avg Close Range
Q1 2017
Shares 2,513 Value ($000) $273 Avg Close Range