ISHARES TR

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q3 2025
Shares 112 Value ($000) $5 Avg Close — Range —
Q1 2025
Shares 2,417 Value ($000) $103 Avg Close — Range —
Q4 2024
Shares 2,476 Value ($000) $105 Avg Close — Range —
Q3 2024
Shares 4,040 Value ($000) $175 Avg Close — Range —
Q2 2024
Shares 4,055 Value ($000) $173 Avg Close — Range —
Q1 2024
Shares 2,773 Value ($000) $116 Avg Close — Range —
Q1 2023
Shares 845 Value ($000) $35 Avg Close — Range —
Q4 2022
Shares 5,369 Value ($000) $220 Avg Close — Range —
Q3 2022
Shares 4,297 Value ($000) $171 Avg Close — Range —
Q2 2022
Shares 97 Value ($000) $4 Avg Close — Range —