ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 136,722 Value ($000) $13,147 Avg Close Range
Q3 2025
Shares 130,610 Value ($000) $12,599 Avg Close Range
Q2 2025
Shares 129,738 Value ($000) $12,425 Avg Close Range
Q1 2025
Shares 121,162 Value ($000) $11,555 Avg Close Range
Q4 2024
Shares 136,154 Value ($000) $12,587 Avg Close Range
Q3 2024
Shares 113,175 Value ($000) $11,105 Avg Close Range
Q2 2024
Shares 160,014 Value ($000) $14,985 Avg Close Range
Q1 2024
Shares 52,766 Value ($000) $4,995 Avg Close Range
Q4 2023
Shares 60,212 Value ($000) $5,804 Avg Close Range
Q3 2023
Shares 34,070 Value ($000) $3,120 Avg Close Range
Q2 2023
Shares 4,827 Value ($000) $466 Avg Close Range
Q1 2023
Shares 8,803 Value ($000) $873 Avg Close Range
Q4 2022
Shares 49,799 Value ($000) $4,770 Avg Close Range
Q3 2022
Shares 2,560 Value ($000) $246 Avg Close Range
Q2 2022
Shares 2,078 Value ($000) $213 Avg Close Range
Q1 2022
Shares 3,927 Value ($000) $422 Avg Close Range
Q4 2021
Shares 3,928 Value ($000) $452 Avg Close Range
Q3 2021
Shares 4,388 Value ($000) $506 Avg Close Range
Q2 2021
Shares 5,200 Value ($000) $601 Avg Close Range
Q1 2021
Shares 4,731 Value ($000) $534,272 Avg Close Range
Q4 2020
Shares 4,616 Value ($000) $554 Avg Close Range
Q3 2020
Shares 52,331 Value ($000) $6,375 Avg Close Range
Q2 2020
Shares 30,506 Value ($000) $3,718 Avg Close Range
Q1 2020
Shares 39,419 Value ($000) $4,788 Avg Close Range
Q4 2019
Shares 39,165 Value ($000) $4,316 Avg Close Range
Q3 2019
Shares 48,888 Value ($000) $5,498 Avg Close Range
Q2 2019
Shares 2,433 Value ($000) $267 Avg Close Range
Q1 2019
Shares 3,219 Value ($000) $343 Avg Close Range
Q4 2018
Shares 62,925 Value ($000) $6,556 Avg Close Range
Q3 2018
Shares 560 Value ($000) $57 Avg Close Range
Q2 2018
Shares 1,438 Value ($000) $147 Avg Close Range
Q1 2018
Shares 5,151 Value ($000) $531 Avg Close Range
Q4 2017
Shares 14,392 Value ($000) $1,519 Avg Close Range
Q3 2017
Shares 19,209 Value ($000) $2,046 Avg Close Range
Q2 2017
Shares 23,711 Value ($000) $2,527 Avg Close Range
Q1 2017
Shares 795 Value ($000) $83 Avg Close Range