ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 53,121 Value ($000) $5,055 Avg Close Range
Q3 2025
Shares 55,610 Value ($000) $5,291 Avg Close Range
Q2 2025
Shares 53,316 Value ($000) $5,006 Avg Close Range
Q4 2024
Shares 56,774 Value ($000) $5,182 Avg Close Range
Q3 2024
Shares 56,390 Value ($000) $5,402 Avg Close Range
Q2 2024
Shares 167,356 Value ($000) $5 Avg Close Range
Q1 2024
Shares 58,200 Value ($000) $5 Avg Close Range
Q4 2023
Shares 74,842 Value ($000) $7 Avg Close Range
Q3 2023
Shares 74,053 Value ($000) $7 Avg Close Range
Q2 2023
Shares 84,697 Value ($000) $7,899 Avg Close Range
Q1 2023
Shares 80,832 Value ($000) $7,657 Avg Close Range
Q3 2022
Shares 22,375 Value ($000) $2,049 Avg Close Range
Q2 2022
Shares 21,467 Value ($000) $2,089 Avg Close Range
Q1 2022
Shares 22,158 Value ($000) $2,255 Avg Close Range
Q4 2021
Shares 16,542 Value ($000) $1,776 Avg Close Range
Q3 2021
Shares 16,248 Value ($000) $1,757 Avg Close Range
Q2 2021
Shares 13,443 Value ($000) $1,455 Avg Close Range
Q1 2021
Shares 17,810 Value ($000) $1,961 Avg Close Range
Q4 2020
Shares 17,810 Value ($000) $1,961 Avg Close Range
Q3 2020
Shares 1,159 Value ($000) $128 Avg Close Range
Q2 2020
Shares 1,154 Value ($000) $128 Avg Close Range
Q1 2020
Shares 12,149 Value ($000) $1,358 Avg Close Range
Q4 2019
Shares 14,429 Value ($000) $1,559 Avg Close Range
Q3 2019
Shares 10,183 Value ($000) $1,103 Avg Close Range
Q2 2019
Shares 4,694 Value ($000) $505 Avg Close Range
Q1 2019
Shares 1,134 Value ($000) $120 Avg Close Range
Q4 2018
Shares 956 Value ($000) $100 Avg Close Range