ISHARES TR

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

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 30,841 Value ($000) $1,533 Avg Close — Range —
Q3 2025
Shares 33,710 Value ($000) $1,727 Avg Close — Range —
Q2 2025
Shares 26,458 Value ($000) $1,352 Avg Close — Range —
Q3 2021
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2021
Shares 1 Value ($000) $0 Avg Close — Range —
Q4 2020
Shares 1 Value ($000) $0 Avg Close — Range —
Q3 2020
Shares 1 Value ($000) $0 Avg Close — Range —
Q2 2020
Shares 1 Value ($000) $0 Avg Close — Range —
Q1 2020
Shares 701 Value ($000) $38 Avg Close — Range —
Q4 2019
Shares 701 Value ($000) $38 Avg Close — Range —
Q3 2019
Shares 1,218 Value ($000) $68 Avg Close — Range —
Q2 2019
Shares 700 Value ($000) $38 Avg Close — Range —
Q1 2019
Shares 700 Value ($000) $37 Avg Close — Range —
Q4 2018
Shares 700 Value ($000) $36 Avg Close — Range —