ISHARES TR

Ticker: PFF CUSIP: 464288687 Class: PFD AND INCM SEC

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

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

Q4 2025
Shares 140,280 Value ($000) $4,343 Avg Close — Range —
Q3 2025
Shares 154,596 Value ($000) $4,888 Avg Close — Range —
Q2 2025
Shares 152,373 Value ($000) $4,675 Avg Close — Range —
Q1 2025
Shares 155,608 Value ($000) $4,782 Avg Close — Range —
Q4 2024
Shares 158,763 Value ($000) $4,992 Avg Close — Range —
Q3 2024
Shares 161,538 Value ($000) $5,368 Avg Close — Range —
Q2 2024
Shares 164,549 Value ($000) $5,192 Avg Close — Range —
Q1 2024
Shares 169,918 Value ($000) $5,476 Avg Close — Range —
Q4 2023
Shares 64,479 Value ($000) $2,011 Avg Close — Range —
Q3 2023
Shares 63,239 Value ($000) $1,907 Avg Close — Range —
Q2 2023
Shares 64,217 Value ($000) $1,986 Avg Close — Range —
Q3 2015
Shares 3,917 Value ($000) $151 Avg Close — Range —
Q2 2015
Shares 2,167 Value ($000) $85 Avg Close — Range —
Q1 2015
Shares 2,167 Value ($000) $87 Avg Close — Range —
Q3 2014
Shares 1,000 Value ($000) $40 Avg Close — Range —