ISHARES TR

Ticker: TFLO CUSIP: 46434V860 Class: TRS FLT RT BD

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 1,724,436 Value ($000) $87,015 Avg Close — Range —
Q3 2025
Shares 1,457,611 Value ($000) $73,741 Avg Close — Range —
Q2 2025
Shares 1,297,463 Value ($000) $65,717 Avg Close — Range —
Q1 2025
Shares 1,266,068 Value ($000) $64,139 Avg Close — Range —
Q4 2024
Shares 1,217,104 Value ($000) $61,427 Avg Close — Range —
Q3 2024
Shares 1,272,371 Value ($000) $64,382 Avg Close — Range —
Q2 2024
Shares 1,383,075 Value ($000) $70,067 Avg Close — Range —
Q1 2024
Shares 967,516 Value ($000) $49,043 Avg Close — Range —
Q4 2023
Shares 1,093,941 Value ($000) $55,211 Avg Close — Range —
Q3 2023
Shares 1,192,945 Value ($000) $60,530 Avg Close — Range —
Q2 2023
Shares 1,061,433 Value ($000) $53,783 Avg Close — Range —
Q1 2023
Shares 1,032,798 Value ($000) $52,249 Avg Close — Range —
Q4 2022
Shares 462,494 Value ($000) $23,314 Avg Close — Range —