ISHARES TR

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

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 185,474 Value ($000) $18,525 Avg Close — Range —
Q3 2025
Shares 174,866 Value ($000) $17,530 Avg Close — Range —
Q2 2025
Shares 171,125 Value ($000) $16,976 Avg Close — Range —
Q1 2025
Shares 168,444 Value ($000) $16,662 Avg Close — Range —
Q4 2024
Shares 160,259 Value ($000) $15,529 Avg Close — Range —
Q3 2024
Shares 134,937 Value ($000) $13,665 Avg Close — Range —
Q2 2024
Shares 119,549 Value ($000) $11,605 Avg Close — Range —
Q1 2024
Shares 112,152 Value ($000) $10,984 Avg Close — Range —
Q4 2023
Shares 104,166 Value ($000) $10,338 Avg Close — Range —
Q3 2023
Shares 87,217 Value ($000) $8,202 Avg Close — Range —
Q2 2023
Shares 83,640 Value ($000) $8,193 Avg Close — Range —
Q1 2023
Shares 81,472 Value ($000) $8,118 Avg Close — Range —
Q4 2022
Shares 76,673 Value ($000) $7,523 Avg Close — Range —
Q3 2022
Shares 85,507 Value ($000) $8,238 Avg Close — Range —
Q2 2022
Shares 108,171 Value ($000) $10,999 Avg Close — Range —
Q1 2022
Shares 95,600 Value ($000) $10,239 Avg Close — Range —
Q4 2021
Shares 82,504 Value ($000) $9,412 Avg Close — Range —
Q3 2021
Shares 63,096 Value ($000) $7,245 Avg Close — Range —
Q2 2021
Shares 46,006 Value ($000) $5,306 Avg Close — Range —
Q1 2021
Shares 41,026 Value ($000) $4,670 Avg Close — Range —
Q4 2020
Shares 37,139 Value ($000) $4,389 Avg Close — Range —
Q3 2020
Shares 35,704 Value ($000) $4,215 Avg Close — Range —
Q2 2020
Shares 34,489 Value ($000) $4,077 Avg Close — Range —
Q1 2020
Shares 32,733 Value ($000) $3,776 Avg Close — Range —
Q4 2019
Shares 21,657 Value ($000) $2,434 Avg Close — Range —
Q3 2019
Shares 20,823 Value ($000) $2,357 Avg Close — Range —
Q2 2019
Shares 21,301 Value ($000) $2,372 Avg Close — Range —
Q1 2019
Shares 20,378 Value ($000) $2,223 Avg Close — Range —
Q4 2018
Shares 17,709 Value ($000) $1,886 Avg Close — Range —