ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

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

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

Q4 2025
Shares 466,164 Value ($000) $55,637 Avg Close — Range —
Q3 2025
Shares 459,418 Value ($000) $54,905 Avg Close — Range —
Q2 2025
Shares 461,771 Value ($000) $54,992 Avg Close — Range —
Q1 2025
Shares 469,774 Value ($000) $55,497 Avg Close — Range —
Q4 2024
Shares 166,281 Value ($000) $19,214 Avg Close — Range —
Q3 2024
Shares 113,126 Value ($000) $13,530 Avg Close — Range —
Q2 2024
Shares 105,641 Value ($000) $12,198 Avg Close — Range —
Q1 2024
Shares 108,783 Value ($000) $12,598 Avg Close — Range —
Q4 2023
Shares 31,162 Value ($000) $3,650 Avg Close — Range —