ISHARES TR

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 109,257 Value ($000) $10,913 Avg Close — Range —
Q3 2025
Shares 56,875 Value ($000) $5,702 Avg Close — Range —
Q2 2025
Shares 53,658 Value ($000) $5,323 Avg Close — Range —
Q1 2025
Shares 55,248 Value ($000) $5,465 Avg Close — Range —
Q4 2024
Shares 59,934 Value ($000) $5,808 Avg Close — Range —
Q3 2024
Shares 53,281 Value ($000) $5,397 Avg Close — Range —
Q2 2024
Shares 31,680 Value ($000) $3,075 Avg Close — Range —
Q1 2024
Shares 25,730 Value ($000) $2,520 Avg Close — Range —
Q4 2023
Shares 16,609 Value ($000) $1,648 Avg Close — Range —
Q3 2023
Shares 11,609 Value ($000) $1,092 Avg Close — Range —
Q2 2023
Shares 5,390 Value ($000) $528 Avg Close — Range —