ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 597,581 Value ($000) $56,902 Avg Close — Range —
Q3 2025
Shares 538,957 Value ($000) $51,282 Avg Close — Range —
Q2 2025
Shares 490,415 Value ($000) $46,045 Avg Close — Range —
Q1 2025
Shares 481,599 Value ($000) $45,164 Avg Close — Range —
Q4 2024
Shares 455,033 Value ($000) $41,717 Avg Close — Range —
Q3 2024
Shares 412,704 Value ($000) $39,541 Avg Close — Range —
Q2 2024
Shares 371,967 Value ($000) $34,150 Avg Close — Range —
Q1 2024
Shares 303,450 Value ($000) $28,045 Avg Close — Range —
Q4 2023
Shares 129,422 Value ($000) $12,176 Avg Close — Range —