ISHARES TR

Ticker: AGZ CUSIP: 464288166 Class: Fixed Income

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 2,765 Value ($000) $305 Avg Close Range
Q3 2025
Shares 2,765 Value ($000) $305 Avg Close Range
Q2 2025
Shares 2,885 Value ($000) $316 Avg Close Range
Q1 2025
Shares 2,885 Value ($000) $316 Avg Close Range
Q4 2024
Shares 2,885 Value ($000) $311 Avg Close Range
Q3 2024
Shares 2,885 Value ($000) $319 Avg Close Range
Q2 2024
Shares 2,985 Value ($000) $321 Avg Close Range
Q1 2024
Shares 2,985 Value ($000) $323 Avg Close Range
Q4 2023
Shares 2,985 Value ($000) $324 Avg Close Range
Q3 2023
Shares 2,985 Value ($000) $316 Avg Close Range
Q2 2023
Shares 2,985 Value ($000) $319 Avg Close Range
Q1 2023
Shares 2,985 Value ($000) $323 Avg Close Range
Q4 2022
Shares 2,985 Value ($000) $318 Avg Close Range
Q3 2022
Shares 2,945 Value ($000) $314 Avg Close Range
Q2 2022
Shares 2,515 Value ($000) $277 Avg Close Range
Q1 2022
Shares 3,140 Value ($000) $353 Avg Close Range
Q4 2021
Shares 3,140 Value ($000) $368 Avg Close Range
Q3 2021
Shares 3,080 Value ($000) $365 Avg Close Range
Q2 2021
Shares 2,825 Value ($000) $334 Avg Close Range
Q1 2021
Shares 2,825 Value ($000) $333 Avg Close Range
Q4 2020
Shares 2,825 Value ($000) $338 Avg Close Range
Q3 2020
Shares 2,825 Value ($000) $342 Avg Close Range
Q2 2020
Shares 2,825 Value ($000) $342 Avg Close Range
Q1 2020
Shares 2,825 Value ($000) $341 Avg Close Range
Q4 2019
Shares 2,825 Value ($000) $327 Avg Close Range
Q3 2019
Shares 3,250 Value ($000) $379 Avg Close Range
Q2 2019
Shares 3,400 Value ($000) $392 Avg Close Range
Q1 2019
Shares 5,970 Value ($000) $678 Avg Close Range
Q4 2018
Shares 6,680 Value ($000) $749 Avg Close Range
Q3 2018
Shares 6,680 Value ($000) $740 Avg Close Range
Q2 2018
Shares 8,715 Value ($000) $971 Avg Close Range
Q1 2018
Shares 8,575 Value ($000) $961 Avg Close Range
Q4 2017
Shares 8,575 Value ($000) $970 Avg Close Range
Q3 2017
Shares 6,690 Value ($000) $760 Avg Close Range
Q2 2017
Shares 6,675 Value ($000) $759 Avg Close Range
Q1 2017
Shares 6,675 Value ($000) $755 Avg Close Range
Q4 2016
Shares 6,675 Value ($000) $752 Avg Close Range
Q3 2016
Shares 15,225 Value ($000) $1,760 Avg Close Range
Q2 2016
Shares 14,725 Value ($000) $1,706 Avg Close Range
Q1 2016
Shares 14,435 Value ($000) $1,658 Avg Close Range
Q4 2015
Shares 14,450 Value ($000) $1,635 Avg Close Range
Q3 2015
Shares 17,860 Value ($000) $2,037 Avg Close Range
Q2 2015
Shares 17,860 Value ($000) $2,021 Avg Close Range
Q1 2015
Shares 10,430 Value ($000) $1,191 Avg Close Range
Q4 2014
Shares 3,280 Value ($000) $371 Avg Close Range
Q3 2014
Shares 4,430 Value ($000) $497 Avg Close Range
Q2 2014
Shares 4,465 Value ($000) $503 Avg Close Range
Q1 2014
Shares 4,465 Value ($000) $498 Avg Close Range
Q4 2013
Shares 4,690 Value ($000) $518 Avg Close Range
Q3 2013
Shares 4,575 Value ($000) $509 Avg Close Range
Q2 2013
Shares 3,075 Value ($000) $340 Avg Close Range