ISHARES TR

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

HTG Investment Advisors, Inc.'s Holding History (CIK: 0001963875)

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

Q4 2025
Shares 120,054 Value ($000) $11,991 Avg Close Range
Q3 2025
Shares 115,036 Value ($000) $11,532 Avg Close Range
Q2 2025
Shares 113,727 Value ($000) $11,282 Avg Close Range
Q1 2025
Shares 109,867 Value ($000) $10,868 Avg Close Range
Q4 2024
Shares 104,918 Value ($000) $10,167 Avg Close Range
Q3 2024
Shares 99,380 Value ($000) $10,064 Avg Close Range
Q2 2024
Shares 91,181 Value ($000) $8,851 Avg Close Range
Q1 2024
Shares 84,976 Value ($000) $8,323 Avg Close Range
Q4 2023
Shares 75,312 Value ($000) $7,475 Avg Close Range
Q3 2023
Shares 63,782 Value ($000) $5,998 Avg Close Range
Q2 2023
Shares 43,361 Value ($000) $4,247 Avg Close Range
Q1 2023
Shares 28,197 Value ($000) $2,810 Avg Close Range
Q4 2022
Shares 29,644 Value ($000) $2,875 Avg Close Range