ISHARES TR

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

LWM ADVISORS INC's Holding History (CIK: 0002067328)

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

Q4 2025
Shares 32,884 Value ($000) $3,623 Avg Close — Range —
Q3 2025
Shares 32,747 Value ($000) $3,650 Avg Close — Range —
Q2 2025
Shares 31,988 Value ($000) $3,506 Avg Close — Range —
Q1 2025
Shares 31,492 Value ($000) $3,357 Avg Close — Range —
Q4 2024
Shares 32,821 Value ($000) $3,507 Avg Close — Range —