ISHARES TR

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 126,909 Value ($000) $12,676 Avg Close — Range —
Q3 2025
Shares 120,236 Value ($000) $12,054 Avg Close — Range —
Q2 2025
Shares 114,877 Value ($000) $11,396 Avg Close — Range —
Q1 2025
Shares 99,799 Value ($000) $9,872 Avg Close — Range —
Q4 2024
Shares 85,273 Value ($000) $8,263 Avg Close — Range —
Q3 2024
Shares 77,242 Value ($000) $7,822 Avg Close — Range —
Q2 2024
Shares 68,560 Value ($000) $6,655 Avg Close — Range —
Q1 2024
Shares 510,400 Value ($000) $49,989 Avg Close — Range —
Q4 2023
Shares 485,610 Value ($000) $48,197 Avg Close — Range —
Q3 2023
Shares 574,884 Value ($000) $54,062 Avg Close — Range —
Q2 2023
Shares 615,154 Value ($000) $60,254 Avg Close — Range —
Q2 2022
Shares 1,992 Value ($000) $203 Avg Close — Range —
Q4 2021
Shares 2,365 Value ($000) $270 Avg Close — Range —
Q3 2021
Shares 3,081 Value ($000) $354 Avg Close — Range —
Q2 2021
Shares 3,701 Value ($000) $427 Avg Close — Range —
Q1 2021
Shares 6,413 Value ($000) $730 Avg Close — Range —
Q4 2020
Shares 329,169 Value ($000) $38,904 Avg Close — Range —