ISHARES TR

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

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 21,250 Value ($000) $2,122 Avg Close Range
Q3 2025
Shares 18,616 Value ($000) $1,866 Avg Close Range
Q2 2025
Shares 17,882 Value ($000) $1,774 Avg Close Range
Q1 2025
Shares 13,431 Value ($000) $1,329 Avg Close Range
Q4 2024
Shares 13,376 Value ($000) $1,296 Avg Close Range
Q3 2024
Shares 12,268 Value ($000) $1,242 Avg Close Range
Q2 2024
Shares 13,522 Value ($000) $1,313 Avg Close Range
Q1 2024
Shares 2,734 Value ($000) $268 Avg Close Range
Q4 2023
Shares 3,064 Value ($000) $304 Avg Close Range