ISHARES TR

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

Level Financial Advisors, Inc.'s Holding History (CIK: 0001871734)

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

Q4 2025
Shares 117,618 Value ($000) $5,042 Avg Close Range
Q3 2025
Shares 115,380 Value ($000) $4,996 Avg Close Range
Q2 2025
Shares 111,946 Value ($000) $4,829 Avg Close Range
Q1 2025
Shares 119,598 Value ($000) $5,085 Avg Close Range
Q4 2024
Shares 118,617 Value ($000) $5,054 Avg Close Range
Q3 2024
Shares 122,488 Value ($000) $5,318 Avg Close Range
Q2 2024
Shares 116,667 Value ($000) $4,923 Avg Close Range
Q1 2024
Shares 110,688 Value ($000) $4,710 Avg Close Range
Q4 2023
Shares 105,462 Value ($000) $4,453 Avg Close Range
Q3 2023
Shares 100,823 Value ($000) $4,137 Avg Close Range
Q2 2023
Shares 99,049 Value ($000) $4,106 Avg Close Range
Q1 2023
Shares 90,947 Value ($000) $3,791 Avg Close Range
Q4 2022
Shares 81,695 Value ($000) $3,340 Avg Close Range
Q3 2022
Shares 77,022 Value ($000) $3,076 Avg Close Range
Q2 2022
Shares 65,220 Value ($000) $2,645 Avg Close Range
Q1 2022
Shares 59,676 Value ($000) $2,623 Avg Close Range
Q4 2021
Shares 48,132 Value ($000) $2,180 Avg Close Range