ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 233,506 Value ($000) $22,454 Avg Close — Range —
Q3 2025
Shares 208,043 Value ($000) $20,068 Avg Close — Range —
Q2 2025
Shares 221,919 Value ($000) $21,253 Avg Close — Range —
Q1 2025
Shares 206,018 Value ($000) $19,648 Avg Close — Range —
Q4 2024
Shares 385,016 Value ($000) $35,595 Avg Close — Range —
Q3 2024
Shares 362,742 Value ($000) $35,592 Avg Close — Range —
Q2 2024
Shares 369,768 Value ($000) $34,629 Avg Close — Range —
Q1 2024
Shares 371,697 Value ($000) $35,185 Avg Close — Range —
Q4 2023
Shares 374,631 Value ($000) $36,111 Avg Close — Range —
Q3 2023
Shares 390,799 Value ($000) $35,793 Avg Close — Range —