ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025
Shares 3,993 Value ($000) $380 Avg Close — Range —
Q3 2025
Shares 3,716 Value ($000) $354 Avg Close — Range —
Q2 2025
Shares 95 Value ($000) $9 Avg Close — Range —
Q1 2025
Shares 196 Value ($000) $18 Avg Close — Range —
Q4 2024
Shares 194 Value ($000) $18 Avg Close — Range —
Q3 2024
Shares 454 Value ($000) $44 Avg Close — Range —
Q2 2024
Shares 913 Value ($000) $84 Avg Close — Range —
Q1 2024
Shares 1,507 Value ($000) $139 Avg Close — Range —
Q4 2023
Shares 2,112 Value ($000) $199 Avg Close — Range —
Q3 2023
Shares 3,070 Value ($000) $273 Avg Close — Range —
Q2 2023
Shares 3,243 Value ($000) $303 Avg Close — Range —
Q1 2023
Shares 2,651 Value ($000) $251 Avg Close — Range —
Q4 2022
Shares 3,236 Value ($000) $300 Avg Close — Range —