ISHARES TR

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

Wells Financial Advisors INC's Holding History (CIK: 0001844454)

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

Q4 2025
Shares 175 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 175 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 175 Value ($000) $16 Avg Close — Range —
Q1 2025
Shares 305 Value ($000) $26 Avg Close — Range —
Q4 2024
Shares 305 Value ($000) $26 Avg Close — Range —
Q2 2024
Shares 740 Value ($000) $58 Avg Close — Range —