ISHARES TR

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

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025
Shares 8,251 Value ($000) $824 Avg Close — Range —
Q3 2025
Shares 17,980 Value ($000) $1,803 Avg Close — Range —
Q2 2025
Shares 27,757 Value ($000) $2,753 Avg Close — Range —
Q1 2025
Shares 15,929 Value ($000) $1,576 Avg Close — Range —
Q4 2024
Shares 27,543 Value ($000) $2,669 Avg Close — Range —
Q3 2024
Shares 76,326 Value ($000) $7,729 Avg Close — Range —
Q2 2024
Shares 54,794 Value ($000) $5,319 Avg Close — Range —