ISHARES TR

Ticker: IEI CUSIP: 464288661 Class: Fixed Income ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 6,653 Value ($000) $794 Avg Close — Range —
Q3 2025
Shares 5,604 Value ($000) $670 Avg Close — Range —
Q2 2025
Shares 5,601 Value ($000) $667 Avg Close — Range —
Q1 2025
Shares 7,637 Value ($000) $902 Avg Close — Range —
Q4 2024
Shares 14,614 Value ($000) $1,689 Avg Close — Range —
Q3 2024
Shares 12,818 Value ($000) $1,533 Avg Close — Range —
Q2 2024
Shares 11,460 Value ($000) $1,348 Avg Close — Range —
Q1 2024
Shares 9,696 Value ($000) $1,100 Avg Close — Range —
Q4 2023
Shares 5,129 Value ($000) $601 Avg Close — Range —
Q3 2023
Shares 5,141 Value ($000) $582 Avg Close — Range —
Q2 2023
Shares 5,106 Value ($000) $588 Avg Close — Range —
Q1 2023
Shares 5,183 Value ($000) $610 Avg Close — Range —
Q4 2022
Shares 5,183 Value ($000) $595 Avg Close — Range —
Q3 2022
Shares 6,545 Value ($000) $748 Avg Close — Range —
Q2 2022
Shares 5,513 Value ($000) $658 Avg Close — Range —
Q1 2022
Shares 6,688 Value ($000) $816 Avg Close — Range —
Q4 2021
Shares 7,497 Value ($000) $965 Avg Close — Range —