ISHARES TR

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

Peterson Wealth Services's Holding History (CIK: 0001906799)

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

Q4 2025
Shares 5,947 Value ($000) $594 Avg Close Range
Q3 2025
Shares 960 Value ($000) $564 Avg Close Range
Q2 2025
Shares 5,688 Value ($000) $564 Avg Close Range
Q1 2025
Shares 5,539 Value ($000) $548 Avg Close Range
Q4 2024
Shares 2,986 Value ($000) $289 Avg Close Range
Q3 2024
Shares 3,145 Value ($000) $318 Avg Close Range
Q2 2024
Shares 3,401 Value ($000) $330 Avg Close Range
Q1 2024
Shares 4,417 Value ($000) $433 Avg Close Range
Q4 2023
Shares 4,980 Value ($000) $494 Avg Close Range
Q2 2023
Shares 5,049 Value ($000) $495 Avg Close Range
Q1 2023
Shares 8,142 Value ($000) $811 Avg Close Range
Q4 2022
Shares 7,824 Value ($000) $759 Avg Close Range
Q3 2022
Shares 2,258 Value ($000) $218 Avg Close Range
Q2 2022
Shares 2,350 Value ($000) $239 Avg Close Range