ISHARES TR

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

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2023
Shares 2,497 Value ($000) $247 Avg Close — Range —
Q3 2023
Shares 459,856 Value ($000) $43,245 Avg Close — Range —
Q2 2023
Shares 449,973 Value ($000) $44,075 Avg Close — Range —
Q1 2023
Shares 458,138 Value ($000) $45,649 Avg Close — Range —
Q4 2022
Shares 370,581 Value ($000) $35,943 Avg Close — Range —
Q2 2021
Shares 120 Value ($000) $14 Avg Close — Range —
Q1 2021
Shares 120 Value ($000) $14 Avg Close — Range —
Q4 2020
Shares 120 Value ($000) $14 Avg Close — Range —