ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

MORRIS FINANCIAL CONCEPTS, INC.'s Holding History (CIK: 0001387386)

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

Q4 2025
Shares 77,011 Value ($000) $8,483 Avg Close — Range —
Q3 2025
Shares 75,666 Value ($000) $8,360 Avg Close — Range —
Q2 2025
Shares 72,264 Value ($000) $7,979 Avg Close — Range —
Q1 2025
Shares 68,310 Value ($000) $7,546 Avg Close — Range —
Q4 2024
Shares 66,215 Value ($000) $7,291 Avg Close — Range —
Q3 2024
Shares 62,619 Value ($000) $6,928 Avg Close — Range —
Q2 2024
Shares 59,308 Value ($000) $6,554 Avg Close — Range —
Q1 2024
Shares 51,263 Value ($000) $5,667 Avg Close — Range —
Q4 2023
Shares 50,190 Value ($000) $5,527 Avg Close — Range —
Q3 2023
Shares 47,732 Value ($000) $5,273 Avg Close — Range —
Q2 2023
Shares 51,021 Value ($000) $5,635 Avg Close — Range —
Q1 2023
Shares 41,950 Value ($000) $4,635 Avg Close — Range —
Q4 2022
Shares 21,715 Value ($000) $2,387 Avg Close — Range —
Q3 2022
Shares 1,046 Value ($000) $115 Avg Close — Range —
Q2 2022
Shares 294 Value ($000) $32 Avg Close — Range —
Q1 2022
Shares 399 Value ($000) $44 Avg Close — Range —
Q4 2021
Shares 399 Value ($000) $44 Avg Close — Range —