Modern Wealth Management, LLC Ishares Tr Edge High Yield Def Transaction History

Modern Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$44.64 - $47.48 $515,502 - $548,299	-11,548 Reduced 40.05%	17,288 $820,000
Q1 2025 May 30, 2025	BUY	$46.82 - $47.8 $515 - $525	11 Added 0.04%	28,836 $1.36 Million
Q1 2025 May 15, 2025	BUY	$46.82 - $47.8 $29,730 - $30,353	635 Added 2.25%	28,825 $1.36 Billion
Q4 2024 May 30, 2025	SELL	$46.68 - $47.95 $74,594 - $76,624	-1,598 Reduced 5.54%	27,227 $1.28 Million
Q4 2024 May 29, 2025	SELL	$46.68 - $47.95 $74,594 - $76,624	-1,598 Reduced 5.54%	27,227 $1.28 Million

Q4 2024 Feb 11, 2025	BUY	$46.68 - $47.95 $1.32 Million - $1.35 Million	28,190 New	28,190 $1.34 Billion

248

26.7M

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