ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Pacific Wealth Management's Holding History (CIK: 0001852338)

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

Q4 2025
Shares 144,873 Value ($000) $13,931 Avg Close — Range —
Q3 2025
Shares 135,483 Value ($000) $13,069 Avg Close — Range —
Q2 2025
Shares 134,178 Value ($000) $12,850 Avg Close — Range —
Q1 2024
Shares 60,790 Value ($000) $5,860 Avg Close — Range —
Q4 2023
Shares 60,790 Value ($000) $5,860 Avg Close — Range —
Q3 2023
Shares 62,503 Value ($000) $5,725 Avg Close — Range —
Q2 2023
Shares 61,643 Value ($000) $5,955 Avg Close — Range —
Q1 2023
Shares 63,168 Value ($000) $6,261 Avg Close — Range —
Q4 2022
Shares 60,244 Value ($000) $5,770 Avg Close — Range —
Q3 2022
Shares 61,549 Value ($000) $5,908 Avg Close — Range —
Q2 2022
Shares 62,419 Value ($000) $6,385 Avg Close — Range —
Q1 2022
Shares 58,999 Value ($000) $6,341 Avg Close — Range —
Q4 2021
Shares 58,264 Value ($000) $6,700 Avg Close — Range —