ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 1,397 Value ($000) $140 Avg Close — Range —
Q3 2025
Shares 4,418 Value ($000) $443 Avg Close — Range —
Q2 2025
Shares 6,698 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 7,681 Value ($000) $760 Avg Close — Range —
Q4 2024
Shares 5,678 Value ($000) $550 Avg Close — Range —
Q3 2024
Shares 5,389 Value ($000) $546 Avg Close — Range —
Q2 2024
Shares 22,245 Value ($000) $2,159 Avg Close — Range —
Q1 2024
Shares 23,396 Value ($000) $2,291 Avg Close — Range —
Q4 2023
Shares 22,046 Value ($000) $2,188 Avg Close — Range —
Q3 2023
Shares 26,660 Value ($000) $2,507 Avg Close — Range —
Q2 2023
Shares 26,913 Value ($000) $2,636 Avg Close — Range —
Q1 2023
Shares 8,994 Value ($000) $896 Avg Close — Range —
Q4 2022
Shares 8,376 Value ($000) $812 Avg Close — Range —
Q3 2022
Shares 11,103 Value ($000) $1,070 Avg Close — Range —
Q2 2022
Shares 10,781 Value ($000) $1,096 Avg Close — Range —
Q1 2022
Shares 15,308 Value ($000) $1,639 Avg Close — Range —
Q4 2021
Shares 15,504 Value ($000) $1,769 Avg Close — Range —
Q3 2021
Shares 23,776 Value ($000) $2,730 Avg Close — Range —
Q2 2021
Shares 23,614 Value ($000) $2,723 Avg Close — Range —
Q1 2021
Shares 24,162 Value ($000) $2,750 Avg Close — Range —
Q4 2020
Shares 35,597 Value ($000) $4,207 Avg Close — Range —