ISHARES TR

Ticker: IGSB CUSIP: 464288646 Class: Fixed Income ETF

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 486,755 Value ($000) $25,740 Avg Close Range
Q3 2025
Shares 480,348 Value ($000) $25,473 Avg Close Range
Q2 2025
Shares 477,429 Value ($000) $25,189 Avg Close Range
Q1 2025
Shares 483,099 Value ($000) $25,300 Avg Close Range
Q4 2024
Shares 481,871 Value ($000) $24,913 Avg Close Range
Q3 2024
Shares 475,821 Value ($000) $25,057 Avg Close Range
Q2 2024
Shares 480,855 Value ($000) $24,639 Avg Close Range
Q1 2024
Shares 482,986 Value ($000) $24,768 Avg Close Range
Q4 2023
Shares 498,594 Value ($000) $25,565 Avg Close Range
Q3 2023
Shares 515,845 Value ($000) $25,705 Avg Close Range
Q2 2023
Shares 505,431 Value ($000) $25,357 Avg Close Range
Q1 2023
Shares 499,095 Value ($000) $25,224 Avg Close Range
Q4 2022
Shares 507,057 Value ($000) $25,262 Avg Close Range
Q3 2022
Shares 513,079 Value ($000) $25,285 Avg Close Range
Q2 2022
Shares 536,509 Value ($000) $27,121 Avg Close Range
Q1 2022
Shares 464,072 Value ($000) $24,002 Avg Close Range
Q4 2021
Shares 396,229 Value ($000) $21,349 Avg Close Range
Q3 2021
Shares 392,595 Value ($000) $21,451 Avg Close Range
Q2 2021
Shares 390,167 Value ($000) $21,385 Avg Close Range
Q1 2021
Shares 385,908 Value ($000) $21,101 Avg Close Range
Q4 2020
Shares 390,686 Value ($000) $21,554 Avg Close Range
Q3 2020
Shares 360,784 Value ($000) $19,811 Avg Close Range
Q2 2020
Shares 325,806 Value ($000) $17,825 Avg Close Range
Q1 2020
Shares 286,908 Value ($000) $15,023 Avg Close Range
Q4 2019
Shares 254,272 Value ($000) $13,637 Avg Close Range
Q3 2019
Shares 195,390 Value ($000) $10,487 Avg Close Range
Q2 2019
Shares 105,678 Value ($000) $5,647 Avg Close Range
Q1 2019
Shares 39,510 Value ($000) $2,087 Avg Close Range
Q4 2018
Shares 29,033 Value ($000) $1,499 Avg Close Range
Q3 2018
Shares 33,247 Value ($000) $1,723 Avg Close Range
Q2 2018
Shares 13,882 Value ($000) $1,440 Avg Close Range
Q1 2018
Shares 17,780 Value ($000) $1,846 Avg Close Range
Q4 2017
Shares 18,047 Value ($000) $1,887 Avg Close Range