ISHARES TR

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

Intergy Private Wealth, LLC's Holding History (CIK: 0001911342)

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

Q4 2025
Shares 11,793 Value ($000) $1,299 Avg Close — Range —
Q3 2025
Shares 11,394 Value ($000) $1,270 Avg Close — Range —
Q2 2025
Shares 10,910 Value ($000) $1,196 Avg Close — Range —
Q1 2025
Shares 9,053 Value ($000) $984 Avg Close — Range —
Q4 2024
Shares 7,360 Value ($000) $786 Avg Close — Range —
Q3 2024
Shares 6,721 Value ($000) $759 Avg Close — Range —
Q2 2024
Shares 6,001 Value ($000) $643 Avg Close — Range —
Q1 2024
Shares 5,413 Value ($000) $590 Avg Close — Range —
Q4 2023
Shares 5,717 Value ($000) $633 Avg Close — Range —
Q3 2023
Shares 5,185 Value ($000) $529 Avg Close — Range —
Q2 2023
Shares 4,935 Value ($000) $534 Avg Close — Range —
Q1 2023
Shares 4,791 Value ($000) $525 Avg Close — Range —
Q4 2022
Shares 4,680 Value ($000) $493 Avg Close — Range —
Q3 2022
Shares 3,966 Value ($000) $406 Avg Close — Range —
Q2 2022
Shares 2,812 Value ($000) $309 Avg Close — Range —
Q1 2022
Shares 2,425 Value ($000) $293 Avg Close — Range —