ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 91,727 Value ($000) $9,787 Avg Close — Range —
Q3 2025
Shares 79,594 Value ($000) $8,499 Avg Close — Range —
Q2 2025
Shares 79,361 Value ($000) $8,462 Avg Close — Range —
Q1 2025
Shares 78,429 Value ($000) $8,282 Avg Close — Range —
Q4 2024
Shares 81,176 Value ($000) $8,562 Avg Close — Range —
Q3 2024
Shares 41,331 Value ($000) $4,389 Avg Close — Range —
Q2 2024
Shares 45,557 Value ($000) $4,763 Avg Close — Range —
Q1 2024
Shares 9,651 Value ($000) $881 Avg Close — Range —
Q4 2023
Shares 76,269 Value ($000) $8,011 Avg Close — Range —
Q3 2023
Shares 67,826 Value ($000) $6,977 Avg Close — Range —
Q2 2023
Shares 70,593 Value ($000) $7,344 Avg Close — Range —
Q1 2023
Shares 71,541 Value ($000) $7,489 Avg Close — Range —
Q4 2022
Shares 58,672 Value ($000) $6,118 Avg Close — Range —