ISHARES TR

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

One Wealth Advisors, LLC's Holding History (CIK: 0001725297)

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

Q4 2025
Shares 8,016 Value ($000) $1,408 Avg Close Range
Q3 2025
Shares 14,018 Value ($000) $1,405 Avg Close Range
Q2 2025
Shares 8,016 Value ($000) $795 Avg Close Range
Q1 2025
Shares 13,609 Value ($000) $1,346 Avg Close Range
Q2 2023
Shares 3,541 Value ($000) $347 Avg Close Range
Q1 2023
Shares 3,625 Value ($000) $361 Avg Close Range
Q4 2022
Shares 12,655 Value ($000) $1,227 Avg Close Range
Q3 2022
Shares 3,178 Value ($000) $306 Avg Close Range
Q2 2022
Shares 2,232 Value ($000) $227 Avg Close Range
Q1 2022
Shares 2,819 Value ($000) $302 Avg Close Range
Q4 2021
Shares 2,509 Value ($000) $286 Avg Close Range
Q1 2019
Shares 1,035 Value ($000) $113 Avg Close Range
Q3 2018
Shares 1,100 Value ($000) $116 Avg Close Range
Q2 2018
Shares 1,035 Value ($000) $110 Avg Close Range
Q1 2018
Shares 1,035 Value ($000) $111 Avg Close Range
Q4 2017
Shares 725 Value ($000) $79 Avg Close Range