ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 180,486 Value ($000) $9,544 Avg Close — Range —
Q3 2025
Shares 185,599 Value ($000) $9,842 Avg Close — Range —
Q2 2025
Shares 179,428 Value ($000) $9,467 Avg Close — Range —
Q1 2025
Shares 187,103 Value ($000) $9,799 Avg Close — Range —
Q4 2024
Shares 187,056 Value ($000) $9,671 Avg Close — Range —
Q3 2024
Shares 197,866 Value ($000) $10,420 Avg Close — Range —
Q2 2024
Shares 197,370 Value ($000) $10,113 Avg Close — Range —
Q1 2024
Shares 191,563 Value ($000) $9,823 Avg Close — Range —
Q4 2023
Shares 24,876 Value ($000) $1,276 Avg Close — Range —
Q3 2023
Shares 23,693 Value ($000) $1,181 Avg Close — Range —
Q2 2023
Shares 23,664 Value ($000) $1,187 Avg Close — Range —
Q1 2023
Shares 21,390 Value ($000) $1,081 Avg Close — Range —
Q3 2021
Shares 15,224 Value ($000) $824 Avg Close — Range —
Q2 2021
Shares 15,224 Value ($000) $833 Avg Close — Range —
Q1 2021
Shares 16,451 Value ($000) $903 Avg Close — Range —
Q4 2020
Shares 17,784 Value ($000) $980 Avg Close — Range —
Q3 2020
Shares 17,939 Value ($000) $985 Avg Close — Range —
Q2 2020
Shares 19,039 Value ($000) $1,046 Avg Close — Range —
Q1 2014
Shares 752 Value ($000) $79 Avg Close — Range —
Q4 2013
Shares 1,500 Value ($000) $158 Avg Close — Range —