ISHARES TR

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

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 6,286 Value ($000) $628 Avg Close Range
Q3 2025
Shares 6,216 Value ($000) $623 Avg Close Range
Q2 2025
Shares 6,179 Value ($000) $1 Avg Close Range
Q1 2025
Shares 6,314 Value ($000) $1 Avg Close Range
Q4 2024
Shares 5,494 Value ($000) $527 Avg Close Range
Q3 2024
Shares 4,999 Value ($000) $0 Avg Close Range
Q2 2024
Shares 4,775 Value ($000) $464 Avg Close Range
Q1 2024
Shares 5,398 Value ($000) $529 Avg Close Range
Q4 2023
Shares 8,726 Value ($000) $866 Avg Close Range
Q3 2023
Shares 8,630 Value ($000) $812 Avg Close Range
Q2 2023
Shares 8,355 Value ($000) $818 Avg Close Range
Q1 2023
Shares 8,579 Value ($000) $855 Avg Close Range
Q4 2022
Shares 8,770 Value ($000) $851 Avg Close Range
Q3 2022
Shares 11,687 Value ($000) $1,095 Avg Close Range
Q2 2022
Shares 11,401 Value ($000) $1,159 Avg Close Range
Q1 2022
Shares 7,764 Value ($000) $831 Avg Close Range
Q4 2021
Shares 9,293 Value ($000) $1,060 Avg Close Range
Q3 2021
Shares 9,243 Value ($000) $1,061 Avg Close Range
Q2 2021
Shares 8,910 Value ($000) $1,027 Avg Close Range
Q1 2021
Shares 11,317 Value ($000) $1,288 Avg Close Range
Q4 2020
Shares 22,177 Value ($000) $2,621 Avg Close Range
Q3 2020
Shares 14,193 Value ($000) $1,675 Avg Close Range
Q2 2020
Shares 11,186 Value ($000) $1,322 Avg Close Range
Q1 2020
Shares 14,087 Value ($000) $1,625 Avg Close Range
Q4 2019
Shares 37,526 Value ($000) $4,216 Avg Close Range
Q3 2019
Shares 10,185 Value ($000) $1,152 Avg Close Range
Q2 2019
Shares 7,903 Value ($000) $880 Avg Close Range
Q1 2019
Shares 7,242 Value ($000) $790 Avg Close Range
Q4 2018
Shares 7,515 Value ($000) $800 Avg Close Range