ISHARES TR

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 38,710 Value ($000) $3,866 Avg Close — Range —
Q3 2025
Shares 40,037 Value ($000) $4,014 Avg Close — Range —
Q2 2025
Shares 40,239 Value ($000) $3,992 Avg Close — Range —
Q1 2025
Shares 43,114 Value ($000) $4,265 Avg Close — Range —
Q4 2024
Shares 47,517 Value ($000) $4,604 Avg Close — Range —
Q3 2024
Shares 52,504 Value ($000) $5,317 Avg Close — Range —
Q2 2024
Shares 52,324 Value ($000) $5,079 Avg Close — Range —
Q1 2024
Shares 60,645 Value ($000) $5,940 Avg Close — Range —
Q4 2023
Shares 66,344 Value ($000) $6,585 Avg Close — Range —
Q3 2023
Shares 90,859 Value ($000) $8,544 Avg Close — Range —
Q2 2023
Shares 81,143 Value ($000) $7,948 Avg Close — Range —
Q1 2023
Shares 41,208 Value ($000) $4,106 Avg Close — Range —
Q4 2022
Shares 4,698 Value ($000) $456 Avg Close — Range —
Q3 2022
Shares 5,017 Value ($000) $483 Avg Close — Range —
Q2 2022
Shares 6,038 Value ($000) $614 Avg Close — Range —
Q1 2022
Shares 10,748 Value ($000) $1,151 Avg Close — Range —
Q4 2021
Shares 11,227 Value ($000) $1,281 Avg Close — Range —
Q3 2021
Shares 14,496 Value ($000) $1,665 Avg Close — Range —
Q2 2021
Shares 16,094 Value ($000) $1,856 Avg Close — Range —
Q1 2021
Shares 37,750 Value ($000) $4,297 Avg Close — Range —