ISHARES TR

Ticker: CMBS CUSIP: 46429B366 Class: CMBS ETF

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2025
Shares 93 Value ($000) $5 Avg Close — Range —
Q2 2025
Shares 93 Value ($000) $5 Avg Close — Range —
Q1 2025
Shares 908 Value ($000) $44 Avg Close — Range —
Q4 2024
Shares 904 Value ($000) $43 Avg Close — Range —
Q3 2024
Shares 988 Value ($000) $48 Avg Close — Range —
Q2 2024
Shares 5,237 Value ($000) $246 Avg Close — Range —
Q1 2024
Shares 42,544 Value ($000) $2,004 Avg Close — Range —
Q4 2023
Shares 42,502 Value ($000) $1,989 Avg Close — Range —
Q3 2023
Shares 42,339 Value ($000) $1,907 Avg Close — Range —
Q2 2023
Shares 55,845 Value ($000) $2,561 Avg Close — Range —
Q4 2022
Shares 80,142 Value ($000) $3,679 Avg Close — Range —