ISHARES TR

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

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 288,966 Value ($000) $28,862 Avg Close — Range —
Q3 2025
Shares 270,613 Value ($000) $27,129 Avg Close — Range —
Q2 2025
Shares 250,056 Value ($000) $24,806 Avg Close — Range —
Q1 2025
Shares 244,224 Value ($000) $24,159 Avg Close — Range —
Q4 2024
Shares 226,441 Value ($000) $21,942 Avg Close — Range —
Q3 2024
Shares 213,034 Value ($000) $21,574 Avg Close — Range —
Q2 2024
Shares 167,030 Value ($000) $16,214 Avg Close — Range —
Q1 2024
Shares 134,079 Value ($000) $13,132 Avg Close — Range —
Q4 2023
Shares 14,129 Value ($000) $1,402 Avg Close — Range —
Q3 2023
Shares 2,612 Value ($000) $246 Avg Close — Range —
Q4 2022
Shares 4,343 Value ($000) $421 Avg Close — Range —
Q4 2021
Shares 1,930 Value ($000) $220 Avg Close — Range —
Q3 2021
Shares 2,129 Value ($000) $245 Avg Close — Range —
Q2 2021
Shares 2,851 Value ($000) $329 Avg Close — Range —
Q1 2021
Shares 2,475 Value ($000) $282 Avg Close — Range —
Q4 2020
Shares 2,637 Value ($000) $312 Avg Close — Range —