ISHARES TR

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

Collaborative Wealth Managment Inc.'s Holding History (CIK: 0001896419)

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

Q1 2025
Shares 7,561 Value ($000) $232 Avg Close Range
Q4 2024
Shares 8,981 Value ($000) $282 Avg Close Range
Q3 2024
Shares 9,879 Value ($000) $328 Avg Close Range
Q2 2024
Shares 9,879 Value ($000) $312 Avg Close Range
Q1 2024
Shares 9,879 Value ($000) $318 Avg Close Range
Q4 2023
Shares 9,271 Value ($000) $289 Avg Close Range
Q3 2023
Shares 9,271 Value ($000) $280 Avg Close Range
Q2 2023
Shares 9,800 Value ($000) $303 Avg Close Range
Q1 2023
Shares 10,024 Value ($000) $313 Avg Close Range
Q4 2022
Shares 12,120 Value ($000) $370 Avg Close Range
Q3 2022
Shares 12,120 Value ($000) $384 Avg Close Range
Q2 2022
Shares 12,805 Value ($000) $421 Avg Close Range
Q4 2021
Shares 12,866 Value ($000) $507 Avg Close Range
Q1 2021
Shares 12,894 Value ($000) $470 Avg Close Range