ISHARES TR

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 190 Value ($000) $19 Avg Close — Range —
Q3 2025
Shares 190 Value ($000) $19 Avg Close — Range —
Q2 2025
Shares 190 Value ($000) $19 Avg Close — Range —
Q1 2025
Shares 190 Value ($000) $19 Avg Close — Range —
Q4 2024
Shares 190 Value ($000) $18 Avg Close — Range —
Q3 2024
Shares 190 Value ($000) $19 Avg Close — Range —
Q2 2024
Shares 180 Value ($000) $17 Avg Close — Range —
Q1 2024
Shares 314 Value ($000) $31 Avg Close — Range —
Q4 2023
Shares 314 Value ($000) $31 Avg Close — Range —
Q3 2023
Shares 374 Value ($000) $35 Avg Close — Range —
Q2 2023
Shares 374 Value ($000) $37 Avg Close — Range —
Q3 2022
Shares 200 Value ($000) $19 Avg Close — Range —
Q2 2022
Shares 200 Value ($000) $20 Avg Close — Range —
Q1 2022
Shares 200 Value ($000) $21 Avg Close — Range —