ISHARES TR

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

HERITAGE OAK WEALTH ADVISORS LLC's Holding History (CIK: 0002035533)

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

Q4 2025
Shares 43,991 Value ($000) $1,886 Avg Close — Range —
Q3 2025
Shares 48,401 Value ($000) $2,096 Avg Close — Range —
Q2 2025
Shares 48,901 Value ($000) $2,110 Avg Close — Range —
Q1 2025
Shares 76,427 Value ($000) $3,250 Avg Close — Range —
Q4 2024
Shares 73,526 Value ($000) $3,133 Avg Close — Range —
Q2 2024
Shares 59,683 Value ($000) $2,519 Avg Close — Range —