ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 133,004 Value ($000) $12,790 Avg Close — Range —
Q3 2025
Shares 126,980 Value ($000) $12,249 Avg Close — Range —
Q2 2025
Shares 118,258 Value ($000) $11,326 Avg Close — Range —
Q1 2025
Shares 113,863 Value ($000) $10,859 Avg Close — Range —
Q4 2024
Shares 114,007 Value ($000) $10,540 Avg Close — Range —
Q3 2024
Shares 16,367 Value ($000) $1,606 Avg Close — Range —
Q2 2024
Shares 16,188 Value ($000) $1,516 Avg Close — Range —
Q1 2024
Shares 5,446 Value ($000) $516 Avg Close — Range —
Q3 2015
Shares 760 Value ($000) $82 Avg Close — Range —
Q3 2014
Shares 90 Value ($000) $9 Avg Close — Range —
Q4 2013
Shares 62 Value ($000) $6 Avg Close — Range —
Q3 2013
Shares 42 Value ($000) $4 Avg Close — Range —