ISHARES TR

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

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 75,123 Value ($000) $7,503 Avg Close Range
Q3 2025
Shares 68,575 Value ($000) $6,875 Avg Close Range
Q2 2025
Shares 78,116 Value ($000) $7,749 Avg Close Range
Q1 2025
Shares 89,302 Value ($000) $8,834 Avg Close Range
Q4 2024
Shares 93,011 Value ($000) $9,013 Avg Close Range
Q3 2024
Shares 152,004 Value ($000) $15,393 Avg Close Range
Q2 2024
Shares 151,969 Value ($000) $14,752 Avg Close Range
Q1 2024
Shares 102,208 Value ($000) $10,010 Avg Close Range
Q4 2023
Shares 714,056 Value ($000) $70,027 Avg Close Range
Q3 2023
Shares 573,940 Value ($000) $53,973 Avg Close Range
Q2 2023
Shares 519,468 Value ($000) $50,882 Avg Close Range
Q1 2023
Shares 428,536 Value ($000) $42,699 Avg Close Range
Q4 2022
Shares 257,008 Value ($000) $24,927 Avg Close Range
Q3 2022
Shares 292,758 Value ($000) $28,204 Avg Close Range
Q2 2022
Shares 447,053 Value ($000) $45,456 Avg Close Range
Q1 2022
Shares 729,779 Value ($000) $78,159 Avg Close Range
Q4 2021
Shares 808,951 Value ($000) $92,285 Avg Close Range
Q3 2021
Shares 784,566 Value ($000) $90,092 Avg Close Range
Q2 2021
Shares 955,260 Value ($000) $110,170 Avg Close Range
Q1 2021
Shares 864,820 Value ($000) $98,443 Avg Close Range
Q4 2020
Shares 1,134,552 Value ($000) $134,093 Avg Close Range
Q3 2020
Shares 798,071 Value ($000) $94,220 Avg Close Range
Q2 2020
Shares 253,509 Value ($000) $29,967 Avg Close Range
Q1 2020
Shares 156,859 Value ($000) $18,097 Avg Close Range
Q4 2019
Shares 419,308 Value ($000) $47,118 Avg Close Range
Q3 2019
Shares 269,753 Value ($000) $30,528 Avg Close Range
Q2 2019
Shares 290,035 Value ($000) $32,295 Avg Close Range
Q1 2019
Shares 83,045 Value ($000) $9,058 Avg Close Range
Q4 2018
Shares 17,231 Value ($000) $1,835 Avg Close Range
Q3 2018
Shares 122,113 Value ($000) $12,885 Avg Close Range
Q2 2018
Shares 107,590 Value ($000) $11,439 Avg Close Range
Q1 2018
Shares 95,400 Value ($000) $10,232 Avg Close Range
Q4 2017
Shares 66,399 Value ($000) $7,259 Avg Close Range
Q3 2017
Shares 36,976 Value ($000) $4,052 Avg Close Range
Q2 2017
Shares 198,890 Value ($000) $21,780 Avg Close Range
Q1 2017
Shares 486,219 Value ($000) $52,750 Avg Close Range
Q4 2016
Shares 246,583 Value ($000) $26,646 Avg Close Range