ISHARES TR

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 288,846 Value ($000) $28,850 Avg Close — Range —
Q3 2025
Shares 290,826 Value ($000) $29,155 Avg Close — Range —
Q2 2025
Shares 294,737 Value ($000) $29,065 Avg Close — Range —
Q1 2025
Shares 335,232 Value ($000) $33,161 Avg Close — Range —
Q4 2024
Shares 333,654 Value ($000) $32,331 Avg Close — Range —
Q3 2024
Shares 339,556 Value ($000) $34,387 Avg Close — Range —
Q2 2024
Shares 345,090 Value ($000) $33,382 Avg Close — Range —
Q1 2024
Shares 354,876 Value ($000) $151,971 Avg Close — Range —
Q4 2023
Shares 349,403 Value ($000) $34,250 Avg Close — Range —
Q3 2023
Shares 366,635 Value ($000) $34,478 Avg Close — Range —
Q2 2023
Shares 374,850 Value ($000) $36,717 Avg Close — Range —
Q1 2023
Shares 360,031 Value ($000) $35,873 Avg Close — Range —
Q4 2022
Shares 299,830 Value ($000) $29 Avg Close — Range —
Q3 2022
Shares 302,034 Value ($000) $29,098 Avg Close — Range —
Q2 2022
Shares 351,428 Value ($000) $35,733 Avg Close — Range —
Q1 2022
Shares 415,311 Value ($000) $44,545 Avg Close — Range —
Q4 2021
Shares 408,838 Value ($000) $46,674 Avg Close — Range —
Q3 2021
Shares 405,827 Value ($000) $46,706 Avg Close — Range —
Q2 2021
Shares 377,709 Value ($000) $43,911 Avg Close — Range —
Q1 2021
Shares 369,266 Value ($000) $41,913 Avg Close — Range —