ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 3,286 Value ($000) $316 Avg Close — Range —
Q3 2025
Shares 1,319 Value ($000) $127 Avg Close — Range —
Q2 2025
Shares 1,321 Value ($000) $127 Avg Close — Range —
Q1 2025
Shares 3,047 Value ($000) $291 Avg Close — Range —
Q4 2024
Shares 1,449 Value ($000) $134 Avg Close — Range —
Q3 2024
Shares 96 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 97 Value ($000) $9 Avg Close — Range —
Q1 2024
Shares 97 Value ($000) $9 Avg Close — Range —
Q4 2023
Shares 96 Value ($000) $9 Avg Close — Range —
Q3 2023
Shares 34 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 2,539 Value ($000) $245 Avg Close — Range —
Q1 2023
Shares 414 Value ($000) $41 Avg Close — Range —
Q4 2022
Shares 1,330 Value ($000) $127 Avg Close — Range —
Q3 2022
Shares 2,482 Value ($000) $239 Avg Close — Range —
Q2 2022
Shares 2,812 Value ($000) $287 Avg Close — Range —
Q1 2022
Shares 1,630 Value ($000) $175 Avg Close — Range —
Q4 2021
Shares 278 Value ($000) $32 Avg Close — Range —