ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 3,498 Value ($000) $333 Avg Close — Range —
Q3 2025
Shares 3,824 Value ($000) $364 Avg Close — Range —
Q2 2025
Shares 4,530 Value ($000) $425 Avg Close — Range —
Q1 2025
Shares 4,353 Value ($000) $408 Avg Close — Range —
Q4 2024
Shares 4,837 Value ($000) $443 Avg Close — Range —
Q3 2024
Shares 5,720 Value ($000) $548 Avg Close — Range —
Q2 2024
Shares 11,031 Value ($000) $1,013 Avg Close — Range —
Q1 2024
Shares 9,367 Value ($000) $866 Avg Close — Range —
Q4 2023
Shares 27,528 Value ($000) $2,590 Avg Close — Range —
Q3 2023
Shares 8,099 Value ($000) $719 Avg Close — Range —
Q2 2023
Shares 7,420 Value ($000) $681 Avg Close — Range —
Q1 2023
Shares 4,560 Value ($000) $432 Avg Close — Range —