ISHARES TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 2,746 Value ($000) $303 Avg Close — Range —
Q3 2025
Shares 1,602 Value ($000) $179 Avg Close — Range —
Q2 2025
Shares 1,775 Value ($000) $195 Avg Close — Range —
Q1 2025
Shares 1,859 Value ($000) $202 Avg Close — Range —
Q4 2024
Shares 14,949 Value ($000) $1,597 Avg Close — Range —
Q3 2024
Shares 546 Value ($000) $62 Avg Close — Range —
Q2 2024
Shares 488 Value ($000) $53 Avg Close — Range —
Q1 2024
Shares 481 Value ($000) $50 Avg Close — Range —
Q4 2023
Shares 2,026 Value ($000) $224 Avg Close — Range —
Q3 2023
Shares 1,293 Value ($000) $132 Avg Close — Range —
Q2 2023
Shares 357 Value ($000) $39 Avg Close — Range —
Q1 2023
Shares 207 Value ($000) $23 Avg Close — Range —
Q4 2022
Shares 776 Value ($000) $82 Avg Close — Range —
Q3 2022
Shares 713 Value ($000) $73 Avg Close — Range —
Q2 2022
Shares 715 Value ($000) $78 Avg Close — Range —
Q1 2022
Shares 710 Value ($000) $86 Avg Close — Range —
Q4 2021
Shares 1,098 Value ($000) $145 Avg Close — Range —