J P MORGAN EXCH/ULTRA SHORT MU

CUSIP: 46641q654 Class: BDFUND

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q1 2025
Shares 66,824 Value ($000) $3,398 Avg Close Range
Q4 2024
Shares 72,446 Value ($000) $3,674 Avg Close Range
Q2 2024
Shares 76,247 Value ($000) $3,869 Avg Close Range
Q1 2024
Shares 104,379 Value ($000) $5,296 Avg Close Range
Q4 2023
Shares 120,481 Value ($000) $6,113 Avg Close Range
Q3 2023
Shares 144,098 Value ($000) $7,270 Avg Close Range
Q2 2023
Shares 203,562 Value ($000) $10,310 Avg Close Range
Q1 2023
Shares 227,682 Value ($000) $11,564 Avg Close Range
Q3 2022
Shares 234,951 Value ($000) $11,818 Avg Close Range
Q2 2022
Shares 155,023 Value ($000) $7,852 Avg Close Range
Q1 2022
Shares 45,390 Value ($000) $2,299 Avg Close Range
Q4 2021
Shares 41,280 Value ($000) $2,108 Avg Close Range
Q3 2021
Shares 40,780 Value ($000) $2,083 Avg Close Range
Q2 2021
Shares 45,280 Value ($000) $2,312 Avg Close Range
Q1 2021
Shares 22,845 Value ($000) $1,166 Avg Close Range