ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

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

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

Q4 2025
Shares 25,474 Value ($000) $1,186 Avg Close Range
Q3 2025
Shares 27,628 Value ($000) $1,291 Avg Close Range
Q2 2025
Shares 60,757 Value ($000) $2,809 Avg Close Range
Q1 2025
Shares 78,366 Value ($000) $3,611 Avg Close Range
Q4 2024
Shares 40,088 Value ($000) $1,812 Avg Close Range
Q3 2024
Shares 44,957 Value ($000) $2,118 Avg Close Range
Q2 2024
Shares 63,115 Value ($000) $2,911 Avg Close Range
Q1 2024
Shares 21,000 Value ($000) $932 Avg Close Range
Q4 2023
Shares 23,151 Value ($000) $1,067 Avg Close Range
Q3 2023
Shares 24,783 Value ($000) $1,083 Avg Close Range
Q2 2023
Shares 18,564 Value ($000) $844 Avg Close Range
Q1 2023
Shares 20,880 Value ($000) $964 Avg Close Range
Q4 2022
Shares 20,333 Value ($000) $914 Avg Close Range
Q3 2022
Shares 17,570 Value ($000) $782 Avg Close Range
Q2 2022
Shares 22,543 Value ($000) $1,056 Avg Close Range
Q1 2022
Shares 14,444 Value ($000) $717 Avg Close Range
Q4 2021
Shares 9,567 Value ($000) $507 Avg Close Range