ISHARES TR

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

McGlone Suttner Wealth Management, Inc.'s Holding History (CIK: 0001964819)

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

Q4 2025
Shares 122,640 Value ($000) $12,249 Avg Close Range
Q3 2025
Shares 117,077 Value ($000) $11,737 Avg Close Range
Q2 2025
Shares 114,571 Value ($000) $11,365 Avg Close Range
Q1 2025
Shares 109,682 Value ($000) $10,850 Avg Close Range
Q4 2024
Shares 104,986 Value ($000) $10,173 Avg Close Range
Q3 2024
Shares 74,508 Value ($000) $7,545 Avg Close Range
Q2 2024
Shares 85,415 Value ($000) $8,477 Avg Close Range
Q1 2024
Shares 90,494 Value ($000) $8,863 Avg Close Range
Q4 2023
Shares 85,415 Value ($000) $8,477 Avg Close Range
Q3 2023
Shares 83,294 Value ($000) $7,835 Avg Close Range
Q2 2023
Shares 24,791 Value ($000) $2,428 Avg Close Range