ISHARES TR

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

Invera Wealth Advisors, LLC's Holding History (CIK: 0001976780)

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

Q4 2025
Shares 28,271 Value ($000) $2,824 Avg Close — Range —
Q3 2025
Shares 24,356 Value ($000) $2,442 Avg Close — Range —
Q2 2025
Shares 24,244 Value ($000) $2,405 Avg Close — Range —
Q1 2025
Shares 22,768 Value ($000) $2,252 Avg Close — Range —
Q4 2023
Shares 12,382 Value ($000) $1,229 Avg Close — Range —