ISHARES TR

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 106,257 Value ($000) $10,613 Avg Close Range
Q3 2025
Shares 460,569 Value ($000) $46,172 Avg Close Range
Q2 2025
Shares 417,263 Value ($000) $41,393 Avg Close Range
Q1 2025
Shares 112,118 Value ($000) $11,091 Avg Close Range
Q4 2024
Shares 110,382 Value ($000) $10,705 Avg Close Range
Q3 2024
Shares 111,838 Value ($000) $11,307 Avg Close Range
Q2 2024
Shares 150,124 Value ($000) $14,582 Avg Close Range
Q1 2024
Shares 58,552 Value ($000) $5,735 Avg Close Range
Q4 2021
Shares 3,273 Value ($000) $387 Avg Close Range
Q4 2020
Shares 3,273 Value ($000) $387 Avg Close Range
Q3 2020
Shares 11,426 Value ($000) $1,349 Avg Close Range
Q2 2020
Shares 11,884 Value ($000) $1,405 Avg Close Range