ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 14,105 Value ($000) $1,356 Avg Close — Range —
Q3 2025
Shares 13,005 Value ($000) $1,254 Avg Close — Range —
Q2 2025
Shares 24,299 Value ($000) $2,327 Avg Close — Range —
Q1 2025
Shares 207,855 Value ($000) $19,823 Avg Close — Range —
Q4 2024
Shares 20,484 Value ($000) $1,894 Avg Close — Range —
Q3 2024
Shares 19,498 Value ($000) $1,913 Avg Close — Range —
Q2 2024
Shares 11,990 Value ($000) $1,123 Avg Close — Range —
Q1 2024
Shares 12,281 Value ($000) $1,163 Avg Close — Range —
Q4 2023
Shares 134,996 Value ($000) $13,012 Avg Close — Range —
Q3 2023
Shares 105,480 Value ($000) $9,661 Avg Close — Range —
Q2 2023
Shares 50,043 Value ($000) $4,834 Avg Close — Range —
Q1 2023
Shares 53,302 Value ($000) $5,283 Avg Close — Range —
Q4 2022
Shares 12,892 Value ($000) $1,235 Avg Close — Range —
Q3 2022
Shares 15,271 Value ($000) $1,466 Avg Close — Range —
Q2 2022
Shares 80,384 Value ($000) $8,223 Avg Close — Range —
Q1 2022
Shares 3,184 Value ($000) $342 Avg Close — Range —
Q4 2021
Shares 13,731 Value ($000) $1,579 Avg Close — Range —