ISHARES TR

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 34,515 Value ($000) $3,447 Avg Close — Range —
Q3 2025
Shares 38,944 Value ($000) $3,904 Avg Close — Range —
Q2 2025
Shares 45,793 Value ($000) $4,543 Avg Close — Range —
Q1 2025
Shares 33,631 Value ($000) $3,327 Avg Close — Range —
Q4 2024
Shares 29,731 Value ($000) $2,881 Avg Close — Range —
Q3 2024
Shares 27,198 Value ($000) $2,754 Avg Close — Range —
Q2 2024
Shares 23,163 Value ($000) $2,248 Avg Close — Range —
Q1 2024
Shares 23,184 Value ($000) $2,271 Avg Close — Range —
Q4 2023
Shares 23,780 Value ($000) $2,360 Avg Close — Range —
Q3 2023
Shares 74,690 Value ($000) $7,024 Avg Close — Range —
Q2 2023
Shares 71,874 Value ($000) $7,040 Avg Close — Range —
Q1 2023
Shares 10,510 Value ($000) $1,047 Avg Close — Range —
Q4 2022
Shares 57,017 Value ($000) $5,530 Avg Close — Range —
Q3 2022
Shares 56,235 Value ($000) $5,417 Avg Close — Range —
Q2 2022
Shares 59,238 Value ($000) $6,023 Avg Close — Range —
Q1 2022
Shares 16,316 Value ($000) $1,748 Avg Close — Range —
Q4 2021
Shares 12,744 Value ($000) $1,453 Avg Close — Range —
Q3 2021
Shares 12,505 Value ($000) $1,435 Avg Close — Range —
Q2 2021
Shares 61,304 Value ($000) $7,070 Avg Close — Range —
Q1 2021
Shares 59,018 Value ($000) $6,718 Avg Close — Range —
Q2 2020
Shares 13,200 Value ($000) $1,560 Avg Close — Range —