ISHARES TR

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

Opes Wealth Management LLC's Holding History (CIK: 0001766918)

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

Q4 2025
Shares 6,602 Value ($000) $659 Avg Close — Range —
Q3 2025
Shares 102,559 Value ($000) $10,282 Avg Close — Range —
Q2 2025
Shares 99,531 Value ($000) $9,874 Avg Close — Range —
Q1 2025
Shares 95,892 Value ($000) $9,486 Avg Close — Range —
Q4 2024
Shares 90,179 Value ($000) $8,738 Avg Close — Range —
Q3 2024
Shares 83,248 Value ($000) $8,431 Avg Close — Range —
Q2 2024
Shares 80,930 Value ($000) $7,856 Avg Close — Range —
Q1 2024
Shares 78,918 Value ($000) $7,729 Avg Close — Range —
Q4 2023
Shares 74,408 Value ($000) $7,385 Avg Close — Range —
Q3 2023
Shares 72,996 Value ($000) $6,865 Avg Close — Range —
Q4 2022
Shares 28,485 Value ($000) $2,763 Avg Close — Range —
Q2 2022
Shares 32,237 Value ($000) $3,278 Avg Close — Range —