ISHARES TR

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

Independent Advisor Alliance's Holding History (CIK: 0001696899)

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

Q4 2025
Shares 57,898 Value ($000) $5,783 Avg Close — Range —
Q3 2025
Shares 62,229 Value ($000) $6,238 Avg Close — Range —
Q2 2025
Shares 61,158 Value ($000) $6,067 Avg Close — Range —
Q1 2025
Shares 57,271 Value ($000) $5,665 Avg Close — Range —
Q4 2024
Shares 165,253 Value ($000) $16,013 Avg Close — Range —
Q4 2022
Shares 3,235 Value ($000) $314 Avg Close — Range —
Q3 2022
Shares 5,297 Value ($000) $510 Avg Close — Range —
Q2 2022
Shares 5,295 Value ($000) $538 Avg Close — Range —
Q4 2021
Shares 1,954 Value ($000) $223 Avg Close — Range —
Q3 2021
Shares 1,787 Value ($000) $205 Avg Close — Range —
Q2 2020
Shares 2,710 Value ($000) $324 Avg Close — Range —
Q1 2020
Shares 2,610 Value ($000) $301 Avg Close — Range —
Q4 2019
Shares 179,415 Value ($000) $20,161 Avg Close — Range —
Q3 2019
Shares 8,230 Value ($000) $921 Avg Close — Range —
Q1 2018
Shares 3,001 Value ($000) $290 Avg Close — Range —
Q1 2017
Shares 120,805 Value ($000) $13,130 Avg Close — Range —