ISHARES TR

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

Tolleson Wealth Management, Inc.'s Holding History (CIK: 0001772937)

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

Q4 2025
Shares 29,225 Value ($000) $1,513 Avg Close — Range —
Q3 2025
Shares 31,862 Value ($000) $1,664 Avg Close — Range —
Q2 2025
Shares 33,073 Value ($000) $1,701 Avg Close — Range —
Q1 2025
Shares 27,898 Value ($000) $1,425 Avg Close — Range —
Q4 2024
Shares 27,898 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 26,896 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 31,105 Value ($000) $2 Avg Close — Range —
Q1 2024
Shares 31,510 Value ($000) $2 Avg Close — Range —
Q4 2023
Shares 62,113 Value ($000) $3 Avg Close — Range —
Q3 2023
Shares 48,699 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 44,540 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 91,661 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 97,633 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 124,645 Value ($000) $5,989 Avg Close — Range —
Q2 2022
Shares 147,798 Value ($000) $7,533 Avg Close — Range —