ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

WEALTH MANAGEMENT RESOURCES, INC.'s Holding History (CIK: 0001063516)

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

Q4 2025
Shares 292,048 Value ($000) $28,083 Avg Close — Range —
Q3 2025
Shares 298,096 Value ($000) $28,754 Avg Close — Range —
Q2 2025
Shares 292,166 Value ($000) $27,981 Avg Close — Range —
Q1 2025
Shares 287,546 Value ($000) $27,423 Avg Close — Range —
Q4 2024
Shares 287,505 Value ($000) $26,580 Avg Close — Range —
Q3 2024
Shares 300,668 Value ($000) $29,411 Avg Close — Range —
Q2 2024
Shares 288,818 Value ($000) $27,048 Avg Close — Range —
Q1 2024
Shares 193,652 Value ($000) $18,331 Avg Close — Range —
Q4 2023
Shares 183,523 Value ($000) $17,690 Avg Close — Range —
Q3 2023
Shares 172,820 Value ($000) $15,829 Avg Close — Range —
Q2 2023
Shares 161,518 Value ($000) $15,603 Avg Close — Range —
Q1 2023
Shares 87,761 Value ($000) $8,699 Avg Close — Range —
Q4 2022
Shares 85,035 Value ($000) $8,145 Avg Close — Range —