ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 2,682 Value ($000) $296 Avg Close — Range —
Q3 2025
Shares 2,626 Value ($000) $293 Avg Close — Range —
Q2 2025
Shares 2,516 Value ($000) $276 Avg Close — Range —
Q1 2025
Shares 2,516 Value ($000) $273 Avg Close — Range —
Q4 2024
Shares 2,516 Value ($000) $269 Avg Close — Range —
Q3 2024
Shares 2,516 Value ($000) $284 Avg Close — Range —
Q2 2024
Shares 4,264 Value ($000) $457 Avg Close — Range —
Q1 2024
Shares 4,191 Value ($000) $456 Avg Close — Range —
Q4 2023
Shares 4,348 Value ($000) $481 Avg Close — Range —
Q3 2023
Shares 5,597 Value ($000) $571 Avg Close — Range —
Q2 2023
Shares 5,597 Value ($000) $605 Avg Close — Range —
Q1 2023
Shares 5,597 Value ($000) $613 Avg Close — Range —
Q4 2022
Shares 5,597 Value ($000) $590 Avg Close — Range —
Q3 2022
Shares 5,549 Value ($000) $568 Avg Close — Range —
Q2 2022
Shares 6,206 Value ($000) $683 Avg Close — Range —
Q1 2022
Shares 6,548 Value ($000) $792 Avg Close — Range —
Q4 2021
Shares 6,745 Value ($000) $894 Avg Close — Range —
Q3 2021
Shares 5,996 Value ($000) $797 Avg Close — Range —
Q2 2021
Shares 6,793 Value ($000) $913 Avg Close — Range —
Q1 2021
Shares 6,812 Value ($000) $886 Avg Close — Range —
Q4 2020
Shares 7,027 Value ($000) $970 Avg Close — Range —
Q3 2020
Shares 6,896 Value ($000) $929 Avg Close — Range —
Q2 2020
Shares 6,849 Value ($000) $921 Avg Close — Range —
Q1 2020
Shares 6,699 Value ($000) $828 Avg Close — Range —
Q4 2019
Shares 6,431 Value ($000) $823 Avg Close — Range —
Q3 2019
Shares 8,194 Value ($000) $1,044 Avg Close — Range —
Q2 2019
Shares 8,516 Value ($000) $1,059 Avg Close — Range —
Q1 2019
Shares 8,919 Value ($000) $1,062 Avg Close — Range —
Q4 2018
Shares 7,494 Value ($000) $845 Avg Close — Range —
Q3 2018
Shares 7,494 Value ($000) $862 Avg Close — Range —
Q2 2018
Shares 5,939 Value ($000) $681 Avg Close — Range —
Q1 2018
Shares 5,594 Value ($000) $657 Avg Close — Range —
Q4 2017
Shares 5,594 Value ($000) $680 Avg Close — Range —
Q3 2017
Shares 5,649 Value ($000) $685 Avg Close — Range —
Q2 2017
Shares 5,649 Value ($000) $681 Avg Close — Range —
Q1 2017
Shares 5,102 Value ($000) $602 Avg Close — Range —
Q4 2016
Shares 5,252 Value ($000) $616 Avg Close — Range —
Q3 2016
Shares 5,252 Value ($000) $647 Avg Close — Range —
Q2 2016
Shares 5,252 Value ($000) $644 Avg Close — Range —
Q1 2016
Shares 5,432 Value ($000) $645 Avg Close — Range —
Q4 2015
Shares 5,416 Value ($000) $617 Avg Close — Range —
Q3 2015
Shares 6,527 Value ($000) $756 Avg Close — Range —
Q2 2015
Shares 10,748 Value ($000) $1,244 Avg Close — Range —
Q1 2015
Shares 6,659 Value ($000) $812 Avg Close — Range —
Q3 2014
Shares 4,719 Value ($000) $556 Avg Close — Range —
Q2 2014
Shares 3,280 Value ($000) $391 Avg Close — Range —
Q1 2014
Shares 2,837 Value ($000) $331 Avg Close — Range —
Q4 2013
Shares 2,837 Value ($000) $324 Avg Close — Range —
Q3 2013
Shares 2,837 Value ($000) $323 Avg Close — Range —
Q2 2013
Shares 3,360 Value ($000) $383 Avg Close — Range —