ISHARES TR

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

Northwest Financial Advisors's Holding History (CIK: 0002010635)

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

Q3 2025
Shares 2,149 Value ($000) $215 Avg Close — Range —
Q2 2025
Shares 3,414 Value ($000) $339 Avg Close — Range —
Q1 2025
Shares 3,474 Value ($000) $344 Avg Close — Range —
Q4 2024
Shares 5,869 Value ($000) $569 Avg Close — Range —
Q3 2024
Shares 1,844 Value ($000) $187 Avg Close — Range —
Q4 2023
Shares 1,078 Value ($000) $107 Avg Close — Range —