ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 6,362 Value ($000) $273 Avg Close — Range —
Q3 2025
Shares 5,811 Value ($000) $252 Avg Close — Range —
Q2 2025
Shares 6,521 Value ($000) $281 Avg Close — Range —
Q1 2025
Shares 35,197 Value ($000) $1,497 Avg Close — Range —
Q4 2024
Shares 35,771 Value ($000) $1,524 Avg Close — Range —
Q3 2024
Shares 38,162 Value ($000) $1,657 Avg Close — Range —
Q2 2024
Shares 38,571 Value ($000) $1,628 Avg Close — Range —
Q1 2024
Shares 40,214 Value ($000) $1,711 Avg Close — Range —
Q4 2023
Shares 31,305 Value ($000) $1,322 Avg Close — Range —
Q3 2023
Shares 30,516 Value ($000) $1,252 Avg Close — Range —
Q2 2023
Shares 30,189 Value ($000) $1,251 Avg Close — Range —