ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Icon Wealth Advisors, LLC's Holding History (CIK: 0001963212)

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

Q4 2025
Shares 6,978 Value ($000) $671 Avg Close — Range —
Q3 2025
Shares 14,342 Value ($000) $1,383 Avg Close — Range —
Q2 2025
Shares 7,765 Value ($000) $744 Avg Close — Range —
Q1 2025
Shares 7,628 Value ($000) $728 Avg Close — Range —
Q4 2024
Shares 7,579 Value ($000) $701 Avg Close — Range —
Q3 2024
Shares 5,561 Value ($000) $546 Avg Close — Range —
Q2 2024
Shares 7,211 Value ($000) $693 Avg Close — Range —
Q1 2024
Shares 5,483 Value ($000) $519 Avg Close — Range —
Q4 2023
Shares 5,339 Value ($000) $515 Avg Close — Range —
Q4 2022
Shares 6,377 Value ($000) $611 Avg Close — Range —
Q3 2022
Shares 2,138 Value ($000) $0 Avg Close — Range —