ISHARES TR

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

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 49,720 Value ($000) $4,897 Avg Close — Range —
Q3 2025
Shares 50,035 Value ($000) $5,006 Avg Close — Range —
Q2 2025
Shares 49,381 Value ($000) $4,449 Avg Close — Range —
Q1 2025
Shares 49,071 Value ($000) $4,103 Avg Close — Range —
Q4 2024
Shares 48,818 Value ($000) $4,148 Avg Close — Range —
Q3 2024
Shares 48,927 Value ($000) $4,094 Avg Close — Range —
Q2 2024
Shares 49,255 Value ($000) $3,873 Avg Close — Range —
Q1 2024
Shares 50,015 Value ($000) $3,993 Avg Close — Range —
Q4 2023
Shares 49,540 Value ($000) $3,893 Avg Close — Range —
Q3 2023
Shares 49,300 Value ($000) $3,659 Avg Close — Range —
Q2 2023
Shares 48,290 Value ($000) $3,687 Avg Close — Range —
Q1 2023
Shares 46,145 Value ($000) $3,351 Avg Close — Range —
Q4 2022
Shares 42,305 Value ($000) $2,939 Avg Close — Range —
Q3 2022
Shares 38,925 Value ($000) $2,682 Avg Close — Range —