ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 3,981,548 Value ($000) $397,677 Avg Close — Range —
Q3 2025
Shares 3,668,854 Value ($000) $367,803 Avg Close — Range —
Q2 2025
Shares 1,237,908 Value ($000) $122,800 Avg Close — Range —
Q1 2025
Shares 1,144,249 Value ($000) $113,189 Avg Close — Range —
Q4 2024
Shares 1,073,367 Value ($000) $104,009 Avg Close — Range —
Q3 2024
Shares 1,001,908 Value ($000) $101,463 Avg Close — Range —
Q2 2024
Shares 900,619 Value ($000) $87,423 Avg Close — Range —
Q1 2024
Shares 855,510 Value ($000) $83,789 Avg Close — Range —
Q4 2023
Shares 487,669 Value ($000) $48,401 Avg Close — Range —
Q3 2023
Shares 519,637 Value ($000) $48,867 Avg Close — Range —
Q2 2023
Shares 484,195 Value ($000) $47,427 Avg Close — Range —
Q1 2023
Shares 437,861 Value ($000) $43,629 Avg Close — Range —
Q4 2022
Shares 399,255 Value ($000) $38,724 Avg Close — Range —
Q3 2022
Shares 268,646 Value ($000) $25,881 Avg Close — Range —
Q2 2022
Shares 209,791 Value ($000) $21,332 Avg Close — Range —
Q1 2022
Shares 206,478 Value ($000) $22,114 Avg Close — Range —
Q4 2021
Shares 214,861 Value ($000) $24,511 Avg Close — Range —
Q3 2021
Shares 213,660 Value ($000) $24,535 Avg Close — Range —
Q2 2021
Shares 231,564 Value ($000) $26,706 Avg Close — Range —
Q1 2021
Shares 266,114 Value ($000) $30,291,712 Avg Close — Range —
Q4 2020
Shares 274,973 Value ($000) $32,499 Avg Close — Range —
Q3 2020
Shares 262,071 Value ($000) $30,940 Avg Close — Range —
Q2 2020
Shares 237,157 Value ($000) $28,034 Avg Close — Range —
Q1 2020
Shares 226,861 Value ($000) $26,173 Avg Close — Range —
Q4 2019
Shares 208,716 Value ($000) $23,453 Avg Close — Range —
Q3 2019
Shares 284,911 Value ($000) $32,243 Avg Close — Range —
Q2 2019
Shares 270,931 Value ($000) $30,168 Avg Close — Range —
Q1 2019
Shares 250,425 Value ($000) $27,313 Avg Close — Range —
Q4 2018
Shares 156,397 Value ($000) $16,654 Avg Close — Range —
Q3 2018
Shares 70,277 Value ($000) $7,416 Avg Close — Range —
Q2 2018
Shares 67,435 Value ($000) $7,170 Avg Close — Range —
Q1 2018
Shares 80,410 Value ($000) $8,624 Avg Close — Range —
Q4 2017
Shares 87,335 Value ($000) $9,548 Avg Close — Range —
Q3 2017
Shares 101,632 Value ($000) $11,137 Avg Close — Range —
Q2 2017
Shares 104,051 Value ($000) $11,394 Avg Close — Range —
Q1 2017
Shares 43,212 Value ($000) $4,688 Avg Close — Range —
Q4 2016
Shares 22,935 Value ($000) $2,478 Avg Close — Range —