ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

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

Q4 2025
Shares 1,010,731 Value ($000) $50,547 Avg Close — Range —
Q3 2025
Shares 993,330 Value ($000) $50,888 Avg Close — Range —
Q2 2025
Shares 1,033,652 Value ($000) $52,809 Avg Close — Range —
Q1 2025
Shares 966,270 Value ($000) $48,304 Avg Close — Range —
Q4 2024
Shares 1,123,280 Value ($000) $56,074 Avg Close — Range —
Q3 2024
Shares 992,233 Value ($000) $51,418 Avg Close — Range —
Q2 2024
Shares 756,395 Value ($000) $37,759 Avg Close — Range —
Q1 2024
Shares 747,396 Value ($000) $37,332 Avg Close — Range —
Q4 2023
Shares 104,686 Value ($000) $5 Avg Close — Range —
Q3 2023
Shares 105,216 Value ($000) $5 Avg Close — Range —
Q2 2023
Shares 103,783 Value ($000) $5 Avg Close — Range —
Q1 2023
Shares 94,948 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 87,022 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 84,565 Value ($000) $4,086 Avg Close — Range —
Q2 2022
Shares 80,282 Value ($000) $3,998 Avg Close — Range —
Q1 2022
Shares 78,070 Value ($000) $4,068 Avg Close — Range —
Q4 2021
Shares 70,769 Value ($000) $3,856 Avg Close — Range —
Q3 2021
Shares 62,135 Value ($000) $3,417 Avg Close — Range —
Q2 2021
Shares 75,792 Value ($000) $4,175 Avg Close — Range —
Q4 2020
Shares 63,860 Value ($000) $3,587 Avg Close — Range —
Q3 2020
Shares 67,764 Value ($000) $3,776 Avg Close — Range —
Q2 2020
Shares 47,611 Value ($000) $2,650 Avg Close — Range —
Q1 2020
Shares 34,904 Value ($000) $1,909 Avg Close — Range —
Q4 2019
Shares 42,604 Value ($000) $2,334 Avg Close — Range —
Q3 2019
Shares 61,988 Value ($000) $3,458 Avg Close — Range —
Q2 2019
Shares 10,159 Value ($000) $553 Avg Close — Range —