ISHARES TR

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 2,171 Value ($000) $239 Avg Close — Range —
Q3 2025
Shares 2,351 Value ($000) $262 Avg Close — Range —
Q2 2025
Shares 2,741 Value ($000) $300 Avg Close — Range —
Q1 2025
Shares 445,208 Value ($000) $48,390 Avg Close — Range —
Q4 2024
Shares 432,388 Value ($000) $46,197 Avg Close — Range —
Q3 2024
Shares 728,829 Value ($000) $82,343 Avg Close — Range —
Q2 2024
Shares 587,608 Value ($000) $62,945 Avg Close — Range —
Q1 2024
Shares 539,163 Value ($000) $58,726 Avg Close — Range —
Q4 2023
Shares 525,260 Value ($000) $58,125 Avg Close — Range —
Q3 2023
Shares 506,648 Value ($000) $51,688 Avg Close — Range —
Q2 2023
Shares 471,784 Value ($000) $51,019 Avg Close — Range —
Q1 2023
Shares 454,728 Value ($000) $49,843 Avg Close — Range —