ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 27,666 Value ($000) $2,411 Avg Close — Range —
Q3 2025
Shares 28,418 Value ($000) $2,540 Avg Close — Range —
Q2 2025
Shares 76,135 Value ($000) $6,719 Avg Close — Range —
Q1 2025
Shares 77,972 Value ($000) $7,098 Avg Close — Range —
Q4 2024
Shares 95,017 Value ($000) $8,298 Avg Close — Range —
Q3 2024
Shares 80,351 Value ($000) $7,882 Avg Close — Range —
Q2 2024
Shares 50,094 Value ($000) $4,598 Avg Close — Range —
Q1 2024
Shares 6,762 Value ($000) $640 Avg Close — Range —
Q4 2016
Shares 4,000 Value ($000) $477 Avg Close — Range —
Q1 2016
Shares 2,000 Value ($000) $261 Avg Close — Range —
Q3 2014
Shares 40 Value ($000) $5 Avg Close — Range —