ISHARES TR

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

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025
Shares 95,641 Value ($000) $9,553 Avg Close Range
Q3 2025
Shares 92,912 Value ($000) $9,314 Avg Close Range
Q2 2025
Shares 90,890 Value ($000) $9,016 Avg Close Range
Q1 2025
Shares 82,630 Value ($000) $8,174 Avg Close Range
Q4 2024
Shares 76,259 Value ($000) $7,389 Avg Close Range
Q3 2024
Shares 64,383 Value ($000) $6,520 Avg Close Range
Q2 2024
Shares 16,388 Value ($000) $1,591 Avg Close Range
Q1 2024
Shares 5,712 Value ($000) $559 Avg Close Range
Q4 2023
Shares 5,011 Value ($000) $497 Avg Close Range
Q3 2023
Shares 3,083 Value ($000) $290 Avg Close Range
Q1 2023
Shares 2,377 Value ($000) $237 Avg Close Range
Q4 2022
Shares 37,517 Value ($000) $3,639 Avg Close Range
Q2 2022
Shares 65,355 Value ($000) $6,645 Avg Close Range
Q1 2022
Shares 67,742 Value ($000) $7,255 Avg Close Range
Q4 2021
Shares 84,958 Value ($000) $9,692 Avg Close Range
Q3 2021
Shares 84,305 Value ($000) $9,681 Avg Close Range
Q2 2021
Shares 83,332 Value ($000) $9,611 Avg Close Range
Q1 2021
Shares 81,146 Value ($000) $9,237 Avg Close Range
Q4 2020
Shares 64,504 Value ($000) $7,606 Avg Close Range
Q3 2020
Shares 58,668 Value ($000) $6,926 Avg Close Range
Q2 2020
Shares 54,931 Value ($000) $6,493 Avg Close Range