ISHARES TR

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

PERSONAL CFO SOLUTIONS, LLC's Holding History (CIK: 0001677501)

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

Q4 2025
Shares 2,998 Value ($000) $330 Avg Close — Range —
Q3 2025
Shares 3,289 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 3,165 Value ($000) $347 Avg Close — Range —
Q1 2025
Shares 3,157 Value ($000) $343 Avg Close — Range —
Q4 2024
Shares 2,879 Value ($000) $308 Avg Close — Range —
Q3 2024
Shares 2,891 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 3,858 Value ($000) $427 Avg Close — Range —
Q2 2023
Shares 7,966 Value ($000) $861 Avg Close — Range —
Q1 2023
Shares 8,024 Value ($000) $880 Avg Close — Range —
Q4 2022
Shares 7,930 Value ($000) $836 Avg Close — Range —
Q4 2021
Shares 5,756 Value ($000) $763 Avg Close — Range —
Q3 2021
Shares 4,477 Value ($000) $596 Avg Close — Range —
Q2 2021
Shares 3,611 Value ($000) $485 Avg Close — Range —