ISHARES TR

Ticker: AGZ CUSIP: 464288166 Class: Fixed Income

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 148 Value ($000) $16 Avg Close — Range —
Q3 2025
Shares 184 Value ($000) $20 Avg Close — Range —
Q2 2025
Shares 184 Value ($000) $20 Avg Close — Range —
Q1 2025
Shares 204 Value ($000) $22 Avg Close — Range —
Q4 2024
Shares 4,349 Value ($000) $470 Avg Close — Range —
Q1 2021
Shares 22,849 Value ($000) $2,690 Avg Close — Range —
Q4 2020
Shares 4,864 Value ($000) $581 Avg Close — Range —
Q3 2020
Shares 29,563 Value ($000) $3,579 Avg Close — Range —
Q2 2020
Shares 5,547 Value ($000) $672 Avg Close — Range —
Q1 2020
Shares 4,222 Value ($000) $509 Avg Close — Range —
Q4 2019
Shares 6,610 Value ($000) $764 Avg Close — Range —
Q3 2019
Shares 7,200 Value ($000) $839 Avg Close — Range —
Q2 2019
Shares 3,521 Value ($000) $406 Avg Close — Range —