ISHARES TR

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

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 2,663 Value ($000) $266 Avg Close Range
Q3 2025
Shares 2,902 Value ($000) $291 Avg Close Range
Q2 2025
Shares 2,902 Value ($000) $288 Avg Close Range
Q1 2025
Shares 2,942 Value ($000) $291 Avg Close Range
Q4 2024
Shares 3,033 Value ($000) $294 Avg Close Range
Q3 2024
Shares 3,053 Value ($000) $309 Avg Close Range
Q2 2024
Shares 4,039 Value ($000) $392 Avg Close Range
Q1 2024
Shares 4,082 Value ($000) $400 Avg Close Range
Q4 2023
Shares 4,077 Value ($000) $405 Avg Close Range
Q3 2023
Shares 5,427 Value ($000) $510 Avg Close Range
Q2 2023
Shares 5,506 Value ($000) $539 Avg Close Range
Q1 2023
Shares 5,510 Value ($000) $549 Avg Close Range
Q4 2022
Shares 5,796 Value ($000) $562 Avg Close Range
Q3 2022
Shares 5,926 Value ($000) $571 Avg Close Range
Q2 2022
Shares 5,921 Value ($000) $602 Avg Close Range
Q1 2022
Shares 8,315 Value ($000) $891 Avg Close Range
Q4 2021
Shares 8,315 Value ($000) $949 Avg Close Range
Q3 2021
Shares 8,348 Value ($000) $959 Avg Close Range
Q2 2021
Shares 8,451 Value ($000) $975 Avg Close Range
Q1 2021
Shares 9,188 Value ($000) $1,046 Avg Close Range
Q4 2020
Shares 9,247 Value ($000) $1,093 Avg Close Range
Q3 2020
Shares 9,264 Value ($000) $1,094 Avg Close Range
Q2 2020
Shares 9,264 Value ($000) $1,095 Avg Close Range
Q1 2020
Shares 10,696 Value ($000) $1,234 Avg Close Range
Q3 2019
Shares 12,678 Value ($000) $1,435 Avg Close Range
Q2 2019
Shares 14,525 Value ($000) $1,617 Avg Close Range
Q1 2019
Shares 20,201 Value ($000) $2,204 Avg Close Range
Q4 2018
Shares 15,679 Value ($000) $1,670 Avg Close Range
Q3 2018
Shares 15,855 Value ($000) $1,673 Avg Close Range
Q2 2018
Shares 15,941 Value ($000) $1,695 Avg Close Range
Q1 2018
Shares 18,810 Value ($000) $2,017 Avg Close Range
Q4 2017
Shares 21,183 Value ($000) $2,316 Avg Close Range