ISHARES TR

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

Joseph Group Capital Management's Holding History (CIK: 0001910383)

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

Q4 2025
Shares 1,103 Value ($000) $110 Avg Close — Range —
Q3 2025
Shares 1,519 Value ($000) $152 Avg Close — Range —
Q2 2025
Shares 2,274 Value ($000) $226 Avg Close — Range —
Q1 2025
Shares 2,456 Value ($000) $243 Avg Close — Range —
Q4 2024
Shares 2,047 Value ($000) $198 Avg Close — Range —
Q3 2024
Shares 1,896 Value ($000) $192 Avg Close — Range —
Q2 2024
Shares 2,394 Value ($000) $232 Avg Close — Range —
Q1 2024
Shares 2,971 Value ($000) $291 Avg Close — Range —
Q4 2023
Shares 2,227 Value ($000) $221 Avg Close — Range —
Q3 2023
Shares 1,986 Value ($000) $187 Avg Close — Range —
Q2 2023
Shares 2,172 Value ($000) $213 Avg Close — Range —
Q1 2023
Shares 2,377 Value ($000) $237 Avg Close — Range —
Q4 2022
Shares 6,902 Value ($000) $669 Avg Close — Range —
Q3 2022
Shares 812 Value ($000) $78 Avg Close — Range —
Q2 2022
Shares 773 Value ($000) $79 Avg Close — Range —
Q1 2022
Shares 630 Value ($000) $67 Avg Close — Range —
Q4 2021
Shares 752 Value ($000) $86 Avg Close — Range —