ISHARES TR

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 572,621 Value ($000) $57,193 Avg Close — Range —
Q3 2025
Shares 443,492 Value ($000) $44,460 Avg Close — Range —
Q2 2025
Shares 385,184 Value ($000) $38,210 Avg Close — Range —
Q1 2025
Shares 377,680 Value ($000) $37,360 Avg Close — Range —
Q4 2024
Shares 374,094 Value ($000) $36,250 Avg Close — Range —
Q3 2024
Shares 281,243 Value ($000) $28,481 Avg Close — Range —
Q2 2024
Shares 265,669 Value ($000) $25,789 Avg Close — Range —
Q1 2024
Shares 371,686 Value ($000) $36,403 Avg Close — Range —
Q4 2023
Shares 313,698 Value ($000) $31,134 Avg Close — Range —
Q3 2023
Shares 186,967 Value ($000) $17,582 Avg Close — Range —
Q2 2023
Shares 150,802 Value ($000) $14,771 Avg Close — Range —
Q1 2023
Shares 130,789 Value ($000) $13,032 Avg Close — Range —
Q4 2022
Shares 103,602 Value ($000) $10,048 Avg Close — Range —
Q3 2022
Shares 62,279 Value ($000) $6,000 Avg Close — Range —
Q2 2022
Shares 52,469 Value ($000) $5,335 Avg Close — Range —
Q1 2022
Shares 36,323 Value ($000) $3,890 Avg Close — Range —
Q4 2021
Shares 31,822 Value ($000) $3,630 Avg Close — Range —
Q3 2021
Shares 13,469 Value ($000) $1,546 Avg Close — Range —
Q2 2021
Shares 15,115 Value ($000) $1,743 Avg Close — Range —
Q1 2021
Shares 27,490 Value ($000) $3,129 Avg Close — Range —
Q4 2020
Shares 42,181 Value ($000) $4,985 Avg Close — Range —
Q3 2020
Shares 45,765 Value ($000) $5,403 Avg Close — Range —
Q2 2020
Shares 46,943 Value ($000) $5,549 Avg Close — Range —
Q1 2020
Shares 7,225 Value ($000) $834 Avg Close — Range —
Q4 2019
Shares 5,173 Value ($000) $581 Avg Close — Range —
Q3 2019
Shares 4,328 Value ($000) $490 Avg Close — Range —
Q2 2019
Shares 2,772 Value ($000) $309 Avg Close — Range —