ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q4 2025
Shares 31,650 Value ($000) $3,043 Avg Close — Range —
Q3 2025
Shares 32,796 Value ($000) $3,163 Avg Close — Range —
Q2 2025
Shares 33,065 Value ($000) $3,151 Avg Close — Range —
Q1 2025
Shares 261,912 Value ($000) $24,979 Avg Close — Range —
Q4 2024
Shares 257,997 Value ($000) $23,852 Avg Close — Range —
Q3 2024
Shares 251,539 Value ($000) $24,681 Avg Close — Range —
Q2 2024
Shares 186,423 Value ($000) $17,459 Avg Close — Range —
Q1 2024
Shares 179,502 Value ($000) $16,992 Avg Close — Range —
Q4 2023
Shares 206,214 Value ($000) $19,877 Avg Close — Range —
Q3 2023
Shares 186,078 Value ($000) $17,043 Avg Close — Range —
Q2 2023
Shares 183,208 Value ($000) $17,698 Avg Close — Range —
Q4 2022
Shares 38,214 Value ($000) $3,660 Avg Close — Range —
Q3 2022
Shares 2,231 Value ($000) $228 Avg Close — Range —
Q2 2022
Shares 2,231 Value ($000) $228 Avg Close — Range —
Q1 2022
Shares 2,710 Value ($000) $291 Avg Close — Range —
Q4 2021
Shares 41,499 Value ($000) $4,772 Avg Close — Range —
Q3 2021
Shares 206,450 Value ($000) $23,787 Avg Close — Range —
Q2 2021
Shares 202,760 Value ($000) $23,417 Avg Close — Range —
Q1 2021
Shares 209,689 Value ($000) $23,680 Avg Close — Range —
Q4 2020
Shares 202,682 Value ($000) $24,312 Avg Close — Range —
Q3 2020
Shares 195,758 Value ($000) $23,847 Avg Close — Range —
Q2 2020
Shares 257,750 Value ($000) $31,412 Avg Close — Range —
Q1 2020
Shares 245,065 Value ($000) $29,770 Avg Close — Range —
Q4 2019
Shares 22,243 Value ($000) $2,452 Avg Close — Range —
Q3 2019
Shares 40,201 Value ($000) $4,521 Avg Close — Range —
Q2 2019
Shares 13,464 Value ($000) $1,481 Avg Close — Range —
Q1 2019
Shares 14,482 Value ($000) $1,545 Avg Close — Range —
Q4 2018
Shares 6,463 Value ($000) $673 Avg Close — Range —