ISHARES TR

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

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 111,580 Value ($000) $11,145 Avg Close Range
Q3 2025
Shares 117,154 Value ($000) $11,745 Avg Close Range
Q2 2025
Shares 116,650 Value ($000) $11,571 Avg Close Range
Q1 2025
Shares 116,345 Value ($000) $11,509 Avg Close Range
Q4 2024
Shares 114,679 Value ($000) $11,112 Avg Close Range
Q3 2024
Shares 148,016 Value ($000) $14,990 Avg Close Range
Q2 2024
Shares 151,126 Value ($000) $14,670 Avg Close Range
Q1 2024
Shares 149,754 Value ($000) $14,667 Avg Close Range
Q4 2023
Shares 140,110 Value ($000) $13,906 Avg Close Range
Q3 2023
Shares 144,187 Value ($000) $13,559 Avg Close Range
Q2 2023
Shares 138,027 Value ($000) $13,520 Avg Close Range
Q1 2023
Shares 139,286 Value ($000) $13,879 Avg Close Range
Q4 2022
Shares 139,499 Value ($000) $13,530 Avg Close Range
Q3 2022
Shares 126,916 Value ($000) $12,227 Avg Close Range
Q2 2022
Shares 130,580 Value ($000) $13,277 Avg Close Range
Q1 2022
Shares 139,939 Value ($000) $14,987 Avg Close Range
Q4 2021
Shares 141,239 Value ($000) $16,113 Avg Close Range
Q3 2021
Shares 148,085 Value ($000) $17,005 Avg Close Range
Q2 2021
Shares 157,405 Value ($000) $18,154 Avg Close Range
Q1 2021
Shares 161,068 Value ($000) $18,334 Avg Close Range
Q4 2020
Shares 130,348 Value ($000) $15,406 Avg Close Range
Q3 2020
Shares 110,093 Value ($000) $12,998 Avg Close Range
Q2 2020
Shares 90,677 Value ($000) $10,719 Avg Close Range
Q1 2020
Shares 80,638 Value ($000) $9,303 Avg Close Range
Q4 2019
Shares 84,358 Value ($000) $9,479 Avg Close Range