ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 112,863 Value ($000) $10,747 Avg Close — Range —
Q3 2025
Shares 110,290 Value ($000) $10,494 Avg Close — Range —
Q2 2025
Shares 115,149 Value ($000) $10,811 Avg Close — Range —
Q1 2025
Shares 118,638 Value ($000) $11,126 Avg Close — Range —
Q4 2024
Shares 113,680 Value ($000) $10,422 Avg Close — Range —
Q3 2024
Shares 117,091 Value ($000) $11,219 Avg Close — Range —
Q2 2024
Shares 117,769 Value ($000) $11,061 Avg Close — Range —
Q1 2024
Shares 91,432 Value ($000) $8,187 Avg Close — Range —
Q4 2023
Shares 11,407 Value ($000) $1,073 Avg Close — Range —
Q3 2023
Shares 7,228 Value ($000) $642 Avg Close — Range —
Q2 2023
Shares 6,995 Value ($000) $652 Avg Close — Range —
Q1 2023
Shares 7,473 Value ($000) $708 Avg Close — Range —
Q4 2022
Shares 5,023 Value ($000) $466 Avg Close — Range —
Q3 2022
Shares 1,938 Value ($000) $178 Avg Close — Range —
Q2 2022
Shares 1,749 Value ($000) $170 Avg Close — Range —
Q1 2022
Shares 2,974 Value ($000) $303 Avg Close — Range —
Q4 2021
Shares 9,818 Value ($000) $1,055 Avg Close — Range —