ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 4,707 Value ($000) $464 Avg Close — Range —
Q3 2025
Shares 5,642 Value ($000) $565 Avg Close — Range —
Q2 2025
Shares 4,579 Value ($000) $413 Avg Close — Range —
Q4 2024
Shares 4,406 Value ($000) $365 Avg Close — Range —
Q3 2024
Shares 3,214 Value ($000) $269 Avg Close — Range —
Q2 2024
Shares 3,667 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 3,280 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 17,207 Value ($000) $1,185 Avg Close — Range —
Q2 2022
Shares 22,356 Value ($000) $1,549 Avg Close — Range —
Q1 2022
Shares 4,616 Value ($000) $383 Avg Close — Range —
Q3 2021
Shares 757 Value ($000) $76 Avg Close — Range —
Q2 2021
Shares 77 Value ($000) $1 Avg Close — Range —