ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

OAK HARBOR WEALTH PARTNERS, LLC's Holding History (CIK: 0001912040)

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

Q4 2025
Shares 18,993 Value ($000) $1,826 Avg Close — Range —
Q3 2025
Shares 17,511 Value ($000) $1,689 Avg Close — Range —
Q2 2025
Shares 15,602 Value ($000) $1,494 Avg Close — Range —
Q1 2025
Shares 15,655 Value ($000) $1,493 Avg Close — Range —
Q4 2024
Shares 12,935 Value ($000) $1,196 Avg Close — Range —
Q3 2024
Shares 13,622 Value ($000) $1,337 Avg Close — Range —
Q2 2024
Shares 12,039 Value ($000) $1,127 Avg Close — Range —
Q1 2024
Shares 11,913 Value ($000) $1,128 Avg Close — Range —
Q4 2023
Shares 10,661 Value ($000) $1,028 Avg Close — Range —
Q3 2023
Shares 10,743 Value ($000) $984 Avg Close — Range —
Q2 2023
Shares 8,823 Value ($000) $852 Avg Close — Range —
Q1 2023
Shares 8,741 Value ($000) $866 Avg Close — Range —
Q4 2022
Shares 1,311 Value ($000) $126 Avg Close — Range —
Q3 2022
Shares 563 Value ($000) $54 Avg Close — Range —