ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q2 2025
Shares 2,507 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 2,507 Value ($000) $265 Avg Close — Range —
Q4 2024
Shares 2,657 Value ($000) $280 Avg Close — Range —
Q3 2024
Shares 2,989 Value ($000) $317 Avg Close — Range —
Q2 2024
Shares 2,979 Value ($000) $311 Avg Close — Range —
Q1 2024
Shares 2,454 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 2,349 Value ($000) $248 Avg Close — Range —
Q3 2023
Shares 2,772 Value ($000) $285 Avg Close — Range —
Q2 2023
Shares 2,717 Value ($000) $283 Avg Close — Range —
Q1 2023
Shares 2,717 Value ($000) $284 Avg Close — Range —
Q4 2022
Shares 2,747 Value ($000) $286 Avg Close — Range —
Q3 2022
Shares 2,975 Value ($000) $305 Avg Close — Range —
Q2 2022
Shares 2,350 Value ($000) $246 Avg Close — Range —
Q1 2022
Shares 2,270 Value ($000) $237 Avg Close — Range —
Q4 2021
Shares 2,565 Value ($000) $275 Avg Close — Range —
Q3 2020
Shares 3,157 Value ($000) $341 Avg Close — Range —
Q2 2020
Shares 2,230 Value ($000) $241 Avg Close — Range —
Q1 2020
Shares 2,235 Value ($000) $238 Avg Close — Range —
Q4 2019
Shares 6,545 Value ($000) $699 Avg Close — Range —
Q3 2019
Shares 5,527 Value ($000) $589 Avg Close — Range —