ISHARES TR

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

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q4 2025
Shares 2,650 Value ($000) $265 Avg Close Range
Q3 2025
Shares 2,615 Value ($000) $262 Avg Close Range
Q2 2025
Shares 2,854 Value ($000) $283 Avg Close Range
Q1 2025
Shares 7,044 Value ($000) $697 Avg Close Range
Q4 2024
Shares 150,153 Value ($000) $14,550 Avg Close Range
Q2 2024
Shares 7 Value ($000) $1 Avg Close Range
Q1 2024
Shares 7 Value ($000) $1 Avg Close Range
Q4 2023
Shares 7 Value ($000) $1 Avg Close Range
Q3 2023
Shares 150 Value ($000) $14 Avg Close Range
Q2 2023
Shares 1,565 Value ($000) $153 Avg Close Range
Q1 2023
Shares 6,756 Value ($000) $673 Avg Close Range
Q4 2022
Shares 958 Value ($000) $93 Avg Close Range
Q3 2022
Shares 944 Value ($000) $96 Avg Close Range
Q2 2022
Shares 944 Value ($000) $96 Avg Close Range
Q1 2022
Shares 940 Value ($000) $101 Avg Close Range
Q4 2021
Shares 937 Value ($000) $107 Avg Close Range
Q3 2021
Shares 1,046 Value ($000) $120 Avg Close Range
Q2 2021
Shares 1,570 Value ($000) $181 Avg Close Range
Q1 2021
Shares 1,787 Value ($000) $203 Avg Close Range
Q4 2020
Shares 2,240 Value ($000) $265 Avg Close Range
Q3 2020
Shares 2,239 Value ($000) $264 Avg Close Range
Q2 2020
Shares 2,238 Value ($000) $265 Avg Close Range
Q1 2020
Shares 29,686 Value ($000) $3,425 Avg Close Range
Q4 2019
Shares 32,656 Value ($000) $3,670 Avg Close Range