ISHARES TR

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 164,341 Value ($000) $16,414 Avg Close — Range —
Q3 2025
Shares 366,262 Value ($000) $36,718 Avg Close — Range —
Q2 2025
Shares 478,908 Value ($000) $47,508 Avg Close — Range —
Q1 2025
Shares 530,678 Value ($000) $52,495 Avg Close — Range —
Q4 2024
Shares 271,896 Value ($000) $26,347 Avg Close — Range —
Q3 2024
Shares 278,460 Value ($000) $28,200 Avg Close — Range —
Q2 2024
Shares 174,431 Value ($000) $16,932 Avg Close — Range —
Q1 2024
Shares 184,600 Value ($000) $18,080 Avg Close — Range —
Q4 2023
Shares 191,761 Value ($000) $19,032 Avg Close — Range —
Q3 2023
Shares 221,960 Value ($000) $20,873 Avg Close — Range —
Q2 2023
Shares 233,595 Value ($000) $22,881 Avg Close — Range —
Q1 2023
Shares 218,662 Value ($000) $21,787 Avg Close — Range —
Q4 2022
Shares 257,071 Value ($000) $24,933 Avg Close — Range —
Q3 2022
Shares 224,924 Value ($000) $21,669 Avg Close — Range —
Q2 2022
Shares 191,854 Value ($000) $19,508 Avg Close — Range —
Q1 2022
Shares 272,324 Value ($000) $29,166 Avg Close — Range —
Q4 2021
Shares 262,729 Value ($000) $29,972 Avg Close — Range —
Q3 2021
Shares 224,257 Value ($000) $25,751 Avg Close — Range —
Q2 2021
Shares 243,381 Value ($000) $28,069 Avg Close — Range —
Q1 2021
Shares 253,128 Value ($000) $28,814 Avg Close — Range —
Q4 2020
Shares 273,203 Value ($000) $32,290 Avg Close — Range —
Q3 2020
Shares 288,393 Value ($000) $34,048 Avg Close — Range —
Q2 2020
Shares 293,309 Value ($000) $34,672 Avg Close — Range —
Q1 2020
Shares 296,950 Value ($000) $34,259 Avg Close — Range —
Q4 2019
Shares 302,097 Value ($000) $33,947 Avg Close — Range —
Q3 2019
Shares 312,778 Value ($000) $35,397 Avg Close — Range —
Q2 2019
Shares 322,752 Value ($000) $35,938 Avg Close — Range —
Q1 2019
Shares 339,100 Value ($000) $36,986 Avg Close — Range —
Q4 2018
Shares 408,588 Value ($000) $43,511 Avg Close — Range —