ISHARES TR

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

BCU Wealth Advisors, LLC's Holding History (CIK: 0002003570)

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

Q4 2025
Shares 2,790 Value ($000) $275 Avg Close — Range —
Q3 2025
Shares 2,712 Value ($000) $271 Avg Close — Range —
Q2 2025
Shares 2,788 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 3,352 Value ($000) $280 Avg Close — Range —
Q4 2024
Shares 3,233 Value ($000) $275 Avg Close — Range —
Q3 2024
Shares 2,478 Value ($000) $207 Avg Close — Range —