ISHARES TR

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

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 2,190 Value ($000) $219 Avg Close — Range —
Q2 2025
Shares 2,302 Value ($000) $228 Avg Close — Range —
Q1 2025
Shares 9,569 Value ($000) $947 Avg Close — Range —
Q4 2024
Shares 17,803 Value ($000) $1,725 Avg Close — Range —
Q3 2024
Shares 3,617 Value ($000) $366 Avg Close — Range —
Q1 2024
Shares 3,114 Value ($000) $305 Avg Close — Range —
Q4 2023
Shares 2,711 Value ($000) $269 Avg Close — Range —
Q3 2023
Shares 2,795 Value ($000) $263 Avg Close — Range —
Q1 2021
Shares 2,334 Value ($000) $266 Avg Close — Range —
Q4 2020
Shares 38,582 Value ($000) $4,560 Avg Close — Range —
Q3 2018
Shares 2,085 Value ($000) $219 Avg Close — Range —
Q2 2018
Shares 2,463 Value ($000) $261 Avg Close — Range —
Q1 2018
Shares 2,794 Value ($000) $299 Avg Close — Range —
Q4 2017
Shares 129,077 Value ($000) $9,724 Avg Close — Range —