ISHARES TR

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 44,595 Value ($000) $2,171 Avg Close Range
Q3 2025
Shares 92,589 Value ($000) $4,514 Avg Close Range
Q2 2025
Shares 83,935 Value ($000) $4,060 Avg Close Range
Q1 2025
Shares 78,356 Value ($000) $3,789 Avg Close Range
Q4 2024
Shares 71,629 Value ($000) $3 Avg Close Range
Q3 2024
Shares 55,657 Value ($000) $3 Avg Close Range
Q2 2024
Shares 116,867 Value ($000) $6 Avg Close Range
Q1 2024
Shares 97,141 Value ($000) $5 Avg Close Range
Q4 2023
Shares 94,047 Value ($000) $4 Avg Close Range
Q3 2023
Shares 82,149 Value ($000) $4 Avg Close Range
Q2 2023
Shares 12,692 Value ($000) $1 Avg Close Range