ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 45,222 Value ($000) $2,341 Avg Close Range
Q3 2025
Shares 43,773 Value ($000) $2,286 Avg Close Range
Q2 2025
Shares 41,167 Value ($000) $2,118 Avg Close Range
Q1 2025
Shares 37,076 Value ($000) $1,894 Avg Close Range
Q4 2024
Shares 37,623 Value ($000) $1,892 Avg Close Range
Q3 2024
Shares 39,620 Value ($000) $2,083 Avg Close Range
Q2 2024
Shares 33,228 Value ($000) $1,702 Avg Close Range
Q1 2024
Shares 28,910 Value ($000) $1,427 Avg Close Range
Q4 2023
Shares 25,763 Value ($000) $1,321 Avg Close Range
Q3 2023
Shares 18,826 Value ($000) $905 Avg Close Range
Q2 2023
Shares 15,435 Value ($000) $773 Avg Close Range
Q1 2023
Shares 13,200 Value ($000) $669 Avg Close Range
Q4 2022
Shares 11,040 Value ($000) $542 Avg Close Range
Q3 2022
Shares 13,188 Value ($000) $634 Avg Close Range
Q2 2022
Shares 13,159 Value ($000) $671 Avg Close Range
Q1 2022
Shares 16,113 Value ($000) $887 Avg Close Range
Q4 2021
Shares 7,612 Value ($000) $455 Avg Close Range