ISHARES TR

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

Peak Financial Management, Inc.'s Holding History (CIK: 0001669662)

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

Q4 2025
Shares 118,399 Value ($000) $11,826 Avg Close Range
Q3 2025
Shares 115,403 Value ($000) $11,569 Avg Close Range
Q2 2025
Shares 112,719 Value ($000) $11,182 Avg Close Range
Q1 2025
Shares 110,829 Value ($000) $10,963 Avg Close Range
Q4 2024
Shares 109,174 Value ($000) $10,579 Avg Close Range
Q3 2024
Shares 106,325 Value ($000) $10,768 Avg Close Range
Q2 2024
Shares 103,228 Value ($000) $10,020 Avg Close Range
Q1 2024
Shares 108,367 Value ($000) $10,613 Avg Close Range
Q4 2023
Shares 108,554 Value ($000) $10,774 Avg Close Range
Q3 2023
Shares 118,224 Value ($000) $11,118 Avg Close Range
Q2 2023
Shares 117,995 Value ($000) $11,558 Avg Close Range
Q1 2023
Shares 118,978 Value ($000) $11,855 Avg Close Range
Q4 2022
Shares 115,766 Value ($000) $11,228 Avg Close Range
Q3 2022
Shares 111,782 Value ($000) $10,769 Avg Close Range
Q2 2022
Shares 114,930 Value ($000) $11,686 Avg Close Range
Q1 2022
Shares 109,381 Value ($000) $11,715 Avg Close Range
Q4 2021
Shares 108,084 Value ($000) $12,330 Avg Close Range
Q3 2021
Shares 102,033 Value ($000) $11,716 Avg Close Range
Q2 2021
Shares 100,081 Value ($000) $11,542 Avg Close Range
Q1 2021
Shares 93,054 Value ($000) $10,592 Avg Close Range
Q4 2020
Shares 87,215 Value ($000) $10,308 Avg Close Range
Q3 2020
Shares 83,330 Value ($000) $9,838 Avg Close Range
Q2 2020
Shares 76,090 Value ($000) $8,995 Avg Close Range
Q1 2020
Shares 78,553 Value ($000) $9,063 Avg Close Range
Q4 2019
Shares 85,198 Value ($000) $9,574 Avg Close Range
Q3 2019
Shares 85,264 Value ($000) $9,649 Avg Close Range
Q2 2019
Shares 82,553 Value ($000) $9,192 Avg Close Range
Q1 2019
Shares 80,611 Value ($000) $8,792 Avg Close Range
Q4 2018
Shares 88,034 Value ($000) $9,375 Avg Close Range
Q3 2018
Shares 96,106 Value ($000) $10,141 Avg Close Range
Q2 2018
Shares 98,287 Value ($000) $10,450 Avg Close Range
Q1 2018
Shares 103,377 Value ($000) $11,087 Avg Close Range
Q4 2017
Shares 127,069 Value ($000) $13,892 Avg Close Range
Q3 2017
Shares 135,466 Value ($000) $14,846 Avg Close Range
Q2 2017
Shares 140,394 Value ($000) $15,374 Avg Close Range
Q1 2017
Shares 136,409 Value ($000) $14,799 Avg Close Range
Q4 2016
Shares 136,388 Value ($000) $14,738 Avg Close Range
Q3 2016
Shares 138,103 Value ($000) $15,526 Avg Close Range
Q2 2016
Shares 138,404 Value ($000) $15,586 Avg Close Range
Q4 2015
Shares 145,499 Value ($000) $15,715 Avg Close Range