ISHARES TR

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

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 245,643 Value ($000) $24,535 Avg Close — Range —
Q3 2025
Shares 220,762 Value ($000) $22,131 Avg Close — Range —
Q2 2025
Shares 207,975 Value ($000) $20,631 Avg Close — Range —
Q1 2025
Shares 190,004 Value ($000) $18,814 Avg Close — Range —
Q4 2024
Shares 184,263 Value ($000) $17,855 Avg Close — Range —
Q3 2024
Shares 188,131 Value ($000) $19,052 Avg Close — Range —
Q2 2024
Shares 192,283 Value ($000) $18,665 Avg Close — Range —
Q1 2024
Shares 186,629 Value ($000) $18,278 Avg Close — Range —
Q4 2023
Shares 153,462 Value ($000) $15,231 Avg Close — Range —
Q3 2023
Shares 140,256 Value ($000) $13,190 Avg Close — Range —
Q2 2023
Shares 116,452 Value ($000) $11,406 Avg Close — Range —
Q1 2023
Shares 76,662 Value ($000) $7,639 Avg Close — Range —
Q4 2022
Shares 52,832 Value ($000) $5,124 Avg Close — Range —
Q3 2022
Shares 54,254 Value ($000) $5,227 Avg Close — Range —
Q2 2022
Shares 39,764 Value ($000) $4,043 Avg Close — Range —
Q1 2022
Shares 45,057 Value ($000) $4,826 Avg Close — Range —
Q4 2021
Shares 48,290 Value ($000) $5,509 Avg Close — Range —
Q3 2021
Shares 27,132 Value ($000) $3,116 Avg Close — Range —
Q2 2021
Shares 20,573 Value ($000) $2,373 Avg Close — Range —
Q1 2021
Shares 15,103 Value ($000) $1,719 Avg Close — Range —
Q4 2020
Shares 5,444 Value ($000) $643 Avg Close — Range —
Q3 2020
Shares 1,815 Value ($000) $214 Avg Close — Range —
Q2 2020
Shares 1,815 Value ($000) $215 Avg Close — Range —
Q1 2020
Shares 1,746 Value ($000) $201 Avg Close — Range —