ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

Octavia Wealth Advisors, LLC's Holding History (CIK: 0001841259)

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

Q4 2025
Shares 99,620 Value ($000) $3,725 Avg Close — Range —
Q3 2025
Shares 93,057 Value ($000) $3,516 Avg Close — Range —
Q2 2025
Shares 87,478 Value ($000) $3,281 Avg Close — Range —
Q1 2025
Shares 86,208 Value ($000) $3,173 Avg Close — Range —
Q4 2024
Shares 68,302 Value ($000) $2,513 Avg Close — Range —
Q3 2024
Shares 63,988 Value ($000) $2,409 Avg Close — Range —
Q2 2024
Shares 47,004 Value ($000) $1,705 Avg Close — Range —
Q1 2024
Shares 38,189 Value ($000) $1,397 Avg Close — Range —
Q4 2023
Shares 9,135 Value ($000) $332 Avg Close — Range —
Q4 2020
Shares 6,029 Value ($000) $249 Avg Close — Range —