ISHARES TR

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

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2024
Shares 3,138 Value ($000) $304 Avg Close — Range —
Q2 2023
Shares 3,397 Value ($000) $333 Avg Close — Range —
Q1 2023
Shares 3,397 Value ($000) $338 Avg Close — Range —
Q4 2022
Shares 30,383 Value ($000) $2,947 Avg Close — Range —
Q3 2022
Shares 33,273 Value ($000) $3,205 Avg Close — Range —
Q2 2022
Shares 38,819 Value ($000) $3,947 Avg Close — Range —
Q1 2022
Shares 69,452 Value ($000) $7,438 Avg Close — Range —
Q4 2021
Shares 108,125 Value ($000) $12,335 Avg Close — Range —
Q3 2021
Shares 160,207 Value ($000) $18,397 Avg Close — Range —
Q2 2021
Shares 163,356 Value ($000) $19,024 Avg Close — Range —
Q1 2021
Shares 147,994 Value ($000) $16,846 Avg Close — Range —
Q4 2020
Shares 130,215 Value ($000) $15,390 Avg Close — Range —
Q3 2020
Shares 119,652 Value ($000) $14,126 Avg Close — Range —
Q2 2020
Shares 115,565 Value ($000) $13,661 Avg Close — Range —
Q1 2020
Shares 109,518 Value ($000) $12,635 Avg Close — Range —
Q4 2019
Shares 6,349 Value ($000) $713 Avg Close — Range —