ISHARES TR

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 30,630 Value ($000) $948 Avg Close Range
Q3 2025
Shares 53,998 Value ($000) $1,707 Avg Close Range
Q2 2025
Shares 79,840 Value ($000) $2,485 Avg Close Range
Q1 2025
Shares 79,765 Value ($000) $2,451 Avg Close Range
Q4 2024
Shares 78,513 Value ($000) $2,468 Avg Close Range
Q3 2024
Shares 77,754 Value ($000) $2,584 Avg Close Range
Q2 2024
Shares 38,078 Value ($000) $1,201 Avg Close Range
Q1 2024
Shares 15,423 Value ($000) $2,889 Avg Close Range
Q4 2023
Shares 39,540 Value ($000) $1,272 Avg Close Range
Q3 2023
Shares 51,981 Value ($000) $1,567 Avg Close Range
Q2 2023
Shares 51,738 Value ($000) $1,600 Avg Close Range
Q1 2023
Shares 51,307 Value ($000) $1,602 Avg Close Range
Q4 2022
Shares 75,555 Value ($000) $2,307 Avg Close Range