ISHARES TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 17,132 Value ($000) $1,828 Avg Close Range
Q3 2025
Shares 15,217 Value ($000) $1,625 Avg Close Range
Q2 2025
Shares 18,148 Value ($000) $1,930 Avg Close Range
Q1 2025
Shares 18,511 Value ($000) $1,955 Avg Close Range
Q4 2024
Shares 20,376 Value ($000) $2,149 Avg Close Range
Q3 2024
Shares 13,769 Value ($000) $1,462 Avg Close Range
Q2 2024
Shares 13,804 Value ($000) $1,453 Avg Close Range
Q1 2024
Shares 13,805 Value ($000) $1,443 Avg Close Range
Q4 2023
Shares 16,102 Value ($000) $1,698 Avg Close Range
Q3 2023
Shares 16,990 Value ($000) $1,748 Avg Close Range
Q2 2023
Shares 20,121 Value ($000) $2,093 Avg Close Range
Q1 2023
Shares 16,985 Value ($000) $1,778 Avg Close Range
Q4 2022
Shares 12,803 Value ($000) $1,335 Avg Close Range
Q3 2022
Shares 8,777 Value ($000) $901 Avg Close Range
Q2 2022
Shares 7,903 Value ($000) $827 Avg Close Range
Q1 2022
Shares 5,959 Value ($000) $623 Avg Close Range
Q4 2021
Shares 2,340 Value ($000) $251 Avg Close Range