ISHARES TR

Ticker: QUAL CUSIP: 46432F339 Class: ETF

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

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

Q3 2025
Shares 7,320 Value ($000) $1,424 Avg Close — Range —
Q2 2025
Shares 6,717 Value ($000) $1,228 Avg Close — Range —
Q1 2025
Shares 5,984 Value ($000) $1,023 Avg Close — Range —
Q4 2024
Shares 5,457 Value ($000) $972 Avg Close — Range —
Q3 2024
Shares 4,142 Value ($000) $743 Avg Close — Range —
Q2 2024
Shares 3,661 Value ($000) $626 Avg Close — Range —
Q1 2024
Shares 5,087 Value ($000) $836 Avg Close — Range —
Q4 2023
Shares 4,266 Value ($000) $628 Avg Close — Range —
Q3 2023
Shares 2,578 Value ($000) $340 Avg Close — Range —
Q2 2023
Shares 2,330 Value ($000) $314 Avg Close — Range —
Q4 2022
Shares 23 Value ($000) $3 Avg Close — Range —