ISHARES TR

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

Wealth Management Associates, Inc.'s Holding History (CIK: 0002067339)

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

Q4 2025
Shares 36,745 Value ($000) $3,670 Avg Close Range
Q3 2025
Shares 34,785 Value ($000) $3,487 Avg Close Range
Q2 2025
Shares 32,944 Value ($000) $3,268 Avg Close Range
Q1 2025
Shares 31,703 Value ($000) $3,136 Avg Close Range
Q4 2024
Shares 28,546 Value ($000) $2,766 Avg Close Range
Q3 2024
Shares 27,568 Value ($000) $2,792 Avg Close Range
Q2 2024
Shares 26,698 Value ($000) $2,592 Avg Close Range
Q1 2024
Shares 26,698 Value ($000) $2,592 Avg Close Range
Q4 2023
Shares 25,897 Value ($000) $2,570 Avg Close Range
Q3 2023
Shares 26,760 Value ($000) $2,517 Avg Close Range
Q2 2023
Shares 26,545 Value ($000) $2,600 Avg Close Range
Q1 2023
Shares 26,431 Value ($000) $2,634 Avg Close Range
Q4 2022
Shares 24,705 Value ($000) $2,396 Avg Close Range
Q3 2022
Shares 23,838 Value ($000) $2,297 Avg Close Range
Q2 2022
Shares 22,496 Value ($000) $2,287 Avg Close Range
Q1 2022
Shares 22,143 Value ($000) $2,371 Avg Close Range
Q4 2021
Shares 22,167 Value ($000) $2,529 Avg Close Range
Q3 2021
Shares 21,726 Value ($000) $2,495 Avg Close Range
Q2 2021
Shares 20,684 Value ($000) $2,385 Avg Close Range
Q1 2021
Shares 18,752 Value ($000) $2,135 Avg Close Range
Q4 2020
Shares 19,167 Value ($000) $2,265 Avg Close Range
Q3 2020
Shares 20,612 Value ($000) $2,433 Avg Close Range
Q2 2020
Shares 20,891 Value ($000) $2,469 Avg Close Range
Q1 2020
Shares 20,862 Value ($000) $2,407 Avg Close Range
Q4 2019
Shares 20,495 Value ($000) $2,303 Avg Close Range
Q3 2019
Shares 20,272 Value ($000) $2,294 Avg Close Range
Q2 2019
Shares 18,098 Value ($000) $2,015 Avg Close Range
Q1 2019
Shares 18,101 Value ($000) $1,974 Avg Close Range
Q4 2018
Shares 16,949 Value ($000) $1,805 Avg Close Range