ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q1 2025
Shares 186 Value ($000) $18 Avg Close — Range —
Q1 2024
Shares 166 Value ($000) $16 Avg Close — Range —
Q1 2023
Shares 85 Value ($000) $8 Avg Close — Range —
Q4 2022
Shares 609 Value ($000) $58 Avg Close — Range —
Q3 2022
Shares 609 Value ($000) $58 Avg Close — Range —
Q2 2022
Shares 813 Value ($000) $83 Avg Close — Range —
Q1 2022
Shares 609 Value ($000) $65 Avg Close — Range —
Q4 2021
Shares 609 Value ($000) $70 Avg Close — Range —
Q3 2021
Shares 695 Value ($000) $80 Avg Close — Range —
Q2 2021
Shares 695 Value ($000) $80 Avg Close — Range —
Q1 2021
Shares 899 Value ($000) $102 Avg Close — Range —
Q4 2020
Shares 2,425 Value ($000) $291 Avg Close — Range —
Q3 2020
Shares 900 Value ($000) $110 Avg Close — Range —
Q2 2020
Shares 900 Value ($000) $110 Avg Close — Range —
Q1 2020
Shares 900 Value ($000) $109 Avg Close — Range —
Q4 2019
Shares 900 Value ($000) $99 Avg Close — Range —