ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 50,754 Value ($000) $4,880 Avg Close — Range —
Q3 2025
Shares 43,676 Value ($000) $4,213 Avg Close — Range —
Q2 2025
Shares 41,039 Value ($000) $3,930 Avg Close — Range —
Q1 2025
Shares 39,684 Value ($000) $3,785 Avg Close — Range —
Q4 2024
Shares 36,531 Value ($000) $3,377 Avg Close — Range —
Q3 2024
Shares 32,927 Value ($000) $3,231 Avg Close — Range —
Q2 2024
Shares 32,975 Value ($000) $3,088 Avg Close — Range —
Q1 2024
Shares 37,929 Value ($000) $3,590 Avg Close — Range —
Q4 2023
Shares 57,209 Value ($000) $5,514 Avg Close — Range —
Q3 2023
Shares 65,526 Value ($000) $5,999 Avg Close — Range —
Q2 2023
Shares 63,271 Value ($000) $6,112 Avg Close — Range —