ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

Lutz Financial Services LLC's Holding History (CIK: 0001737112)

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

Q4 2025
Shares 94,072 Value ($000) $4,586 Avg Close — Range —
Q3 2025
Shares 91,801 Value ($000) $4,484 Avg Close — Range —
Q2 2025
Shares 90,552 Value ($000) $4,405 Avg Close — Range —
Q1 2025
Shares 91,020 Value ($000) $4,401 Avg Close — Range —
Q4 2024
Shares 90,702 Value ($000) $4,333 Avg Close — Range —
Q3 2024
Shares 90,492 Value ($000) $4,405 Avg Close — Range —
Q2 2024
Shares 82,413 Value ($000) $3,904 Avg Close — Range —
Q1 2024
Shares 83,601 Value ($000) $3,966 Avg Close — Range —
Q4 2023
Shares 98,982 Value ($000) $4,708 Avg Close — Range —
Q3 2023
Shares 94,308 Value ($000) $4,374 Avg Close — Range —
Q2 2023
Shares 88,188 Value ($000) $4,113 Avg Close — Range —
Q1 2023
Shares 94,400 Value ($000) $4,451 Avg Close — Range —
Q4 2022
Shares 87,654 Value ($000) $4,071 Avg Close — Range —
Q3 2022
Shares 151,668 Value ($000) $6,992 Avg Close — Range —
Q2 2022
Shares 131,154 Value ($000) $6,217 Avg Close — Range —