ISHARES TR

Ticker: TLH CUSIP: 464288653 Class: ETF-FIXED INCOM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 76,555 Value ($000) $7,780 Avg Close — Range —
Q3 2025
Shares 79,800 Value ($000) $8,219 Avg Close — Range —
Q2 2025
Shares 75,137 Value ($000) $7,634 Avg Close — Range —
Q1 2025
Shares 67,039 Value ($000) $6,937 Avg Close — Range —
Q4 2024
Shares 14,699 Value ($000) $1,463 Avg Close — Range —
Q3 2024
Shares 10,390 Value ($000) $1,136 Avg Close — Range —
Q2 2024
Shares 85,669 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 10,930 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 9,769 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 3,158 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 27,103 Value ($000) $3,002 Avg Close — Range —
Q1 2023
Shares 25,784 Value ($000) $2,953 Avg Close — Range —
Q3 2022
Shares 10,720 Value ($000) $1,167 Avg Close — Range —
Q2 2022
Shares 9,709 Value ($000) $1,165 Avg Close — Range —
Q1 2022
Shares 7,596 Value ($000) $1,022 Avg Close — Range —
Q4 2021
Shares 2,992 Value ($000) $443 Avg Close — Range —
Q3 2021
Shares 1,923 Value ($000) $283 Avg Close — Range —