ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 40,179 Value ($000) $3,240 Avg Close — Range —
Q3 2025
Shares 41,466 Value ($000) $3,367 Avg Close — Range —
Q2 2025
Shares 43,027 Value ($000) $3,470 Avg Close — Range —
Q1 2025
Shares 48,348 Value ($000) $3,814 Avg Close — Range —
Q4 2024
Shares 48,991 Value ($000) $3,853 Avg Close — Range —
Q3 2024
Shares 52,379 Value ($000) $4,206 Avg Close — Range —
Q2 2024
Shares 73,611 Value ($000) $5,678 Avg Close — Range —
Q1 2024
Shares 73,059 Value ($000) $5,679 Avg Close — Range —
Q4 2023
Shares 79,102 Value ($000) $6,122 Avg Close — Range —
Q3 2023
Shares 116,205 Value ($000) $8,567 Avg Close — Range —
Q2 2023
Shares 112,155 Value ($000) $8,419 Avg Close — Range —
Q1 2023
Shares 107,178 Value ($000) $8,097 Avg Close — Range —
Q4 2022
Shares 118,280 Value ($000) $8,709 Avg Close — Range —
Q3 2022
Shares 12,715 Value ($000) $908 Avg Close — Range —
Q2 2022
Shares 7,959 Value ($000) $586 Avg Close — Range —
Q1 2022
Shares 8,416 Value ($000) $693 Avg Close — Range —
Q4 2021
Shares 5,134 Value ($000) $424 Avg Close — Range —
Q3 2021
Shares 3,695 Value ($000) $321 Avg Close — Range —
Q2 2021
Shares 3,695 Value ($000) $323 Avg Close — Range —
Q1 2021
Shares 3,695 Value ($000) $321 Avg Close — Range —
Q4 2020
Shares 3,695 Value ($000) $324 Avg Close — Range —
Q3 2020
Shares 3,695 Value ($000) $310 Avg Close — Range —
Q2 2020
Shares 4,166 Value ($000) $351 Avg Close — Range —
Q1 2020
Shares 3,502 Value ($000) $270 Avg Close — Range —
Q4 2019
Shares 3,502 Value ($000) $309 Avg Close — Range —
Q3 2019
Shares 3,502 Value ($000) $305 Avg Close — Range —
Q2 2019
Shares 3,502 Value ($000) $305 Avg Close — Range —
Q1 2019
Shares 3,502 Value ($000) $303 Avg Close — Range —
Q4 2018
Shares 3,502 Value ($000) $284 Avg Close — Range —
Q3 2015
Shares 551 Value ($000) $46 Avg Close — Range —
Q4 2014
Shares 157 Value ($000) $14 Avg Close — Range —
Q3 2014
Shares 157 Value ($000) $14 Avg Close — Range —
Q2 2014
Shares 156 Value ($000) $15 Avg Close — Range —
Q1 2014
Shares 154 Value ($000) $14 Avg Close — Range —
Q4 2013
Shares 211 Value ($000) $20 Avg Close — Range —
Q3 2013
Shares 189 Value ($000) $17 Avg Close — Range —