ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 131,197 Value ($000) $13,104 Avg Close — Range —
Q3 2025
Shares 128,306 Value ($000) $12,863 Avg Close — Range —
Q2 2025
Shares 116,352 Value ($000) $11,542 Avg Close — Range —
Q1 2025
Shares 146,607 Value ($000) $14,502 Avg Close — Range —
Q4 2024
Shares 74,741 Value ($000) $7,242 Avg Close — Range —
Q3 2024
Shares 48,387 Value ($000) $4,900 Avg Close — Range —
Q2 2024
Shares 42,128 Value ($000) $4,089 Avg Close — Range —
Q1 2024
Shares 48,446 Value ($000) $4,745 Avg Close — Range —
Q4 2023
Shares 59,098 Value ($000) $5,865 Avg Close — Range —
Q3 2023
Shares 17,022 Value ($000) $1,601 Avg Close — Range —
Q2 2023
Shares 15,249 Value ($000) $1,494 Avg Close — Range —
Q1 2023
Shares 17,586 Value ($000) $1,752 Avg Close — Range —
Q4 2022
Shares 16,539 Value ($000) $1,604 Avg Close — Range —
Q3 2022
Shares 23,165 Value ($000) $2,232 Avg Close — Range —
Q2 2022
Shares 14,752 Value ($000) $1,500 Avg Close — Range —
Q1 2022
Shares 15,310 Value ($000) $1,640 Avg Close — Range —
Q4 2021
Shares 12,840 Value ($000) $1,465 Avg Close — Range —