ISHARES TR

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

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 10,987 Value ($000) $1,097 Avg Close Range
Q3 2025
Shares 10,985 Value ($000) $1,101 Avg Close Range
Q2 2025
Shares 15,474 Value ($000) $1,535 Avg Close Range
Q1 2025
Shares 20,635 Value ($000) $2,041 Avg Close Range
Q4 2024
Shares 27,300 Value ($000) $2,645 Avg Close Range
Q3 2024
Shares 36,958 Value ($000) $3,743 Avg Close Range
Q2 2024
Shares 44,181 Value ($000) $4,289 Avg Close Range
Q1 2024
Shares 50,570 Value ($000) $4,953 Avg Close Range
Q4 2023
Shares 49,730 Value ($000) $4,936 Avg Close Range
Q3 2023
Shares 51,613 Value ($000) $4,854 Avg Close Range
Q2 2023
Shares 51,679 Value ($000) $5,062 Avg Close Range
Q1 2023
Shares 50,678 Value ($000) $5,050 Avg Close Range
Q4 2022
Shares 13,256 Value ($000) $1,286 Avg Close Range
Q3 2022
Shares 13,748 Value ($000) $1,324 Avg Close Range
Q2 2022
Shares 16,091 Value ($000) $1,636 Avg Close Range
Q1 2022
Shares 20,318 Value ($000) $2,176 Avg Close Range
Q4 2021
Shares 52,232 Value ($000) $5,959 Avg Close Range
Q3 2021
Shares 2,412 Value ($000) $277 Avg Close Range
Q2 2021
Shares 2,412 Value ($000) $278 Avg Close Range
Q4 2020
Shares 2,740 Value ($000) $324 Avg Close Range
Q3 2020
Shares 4,120 Value ($000) $486 Avg Close Range
Q2 2020
Shares 4,445 Value ($000) $525 Avg Close Range
Q1 2020
Shares 5,187 Value ($000) $598 Avg Close Range
Q4 2019
Shares 5,911 Value ($000) $664 Avg Close Range
Q3 2019
Shares 6,282 Value ($000) $711 Avg Close Range
Q2 2019
Shares 6,197 Value ($000) $690 Avg Close Range