ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 99,658 Value ($000) $10,634 Avg Close Range
Q3 2025
Shares 80,074 Value ($000) $8,550 Avg Close Range
Q2 2025
Shares 80,020 Value ($000) $8,509 Avg Close Range
Q1 2025
Shares 66,453 Value ($000) $7,017 Avg Close Range
Q4 2024
Shares 67,307 Value ($000) $7,100 Avg Close Range
Q3 2024
Shares 57,333 Value ($000) $6,088 Avg Close Range
Q2 2024
Shares 52,663 Value ($000) $5,506 Avg Close Range
Q1 2024
Shares 52,645 Value ($000) $5,514 Avg Close Range
Q4 2023
Shares 53,102 Value ($000) $5,598 Avg Close Range
Q3 2023
Shares 77,561 Value ($000) $7,978 Avg Close Range
Q2 2023
Shares 75,876 Value ($000) $7,894 Avg Close Range
Q1 2023
Shares 74,627 Value ($000) $7,812 Avg Close Range
Q4 2022
Shares 70,490 Value ($000) $7,350 Avg Close Range
Q3 2022
Shares 52,186 Value ($000) $5,357 Avg Close Range
Q2 2022
Shares 43,127 Value ($000) $4,514 Avg Close Range
Q1 2022
Shares 63,400 Value ($000) $6,632 Avg Close Range
Q4 2021
Shares 46,471 Value ($000) $4,990 Avg Close Range
Q3 2021
Shares 43,755 Value ($000) $4,707 Avg Close Range
Q2 2021
Shares 40,273 Value ($000) $4,342 Avg Close Range
Q1 2021
Shares 38,309 Value ($000) $4,131 Avg Close Range
Q4 2020
Shares 35,090 Value ($000) $3,794 Avg Close Range
Q3 2020
Shares 35,084 Value ($000) $3,793 Avg Close Range
Q2 2020
Shares 33,799 Value ($000) $3,646 Avg Close Range
Q1 2020
Shares 31,305 Value ($000) $3,328 Avg Close Range
Q4 2019
Shares 26,657 Value ($000) $2,846 Avg Close Range
Q3 2019
Shares 25,745 Value ($000) $2,743 Avg Close Range
Q2 2019
Shares 25,026 Value ($000) $2,667 Avg Close Range
Q1 2019
Shares 24,391 Value ($000) $2,585 Avg Close Range
Q4 2018
Shares 22,737 Value ($000) $2,397 Avg Close Range
Q3 2018
Shares 18,907 Value ($000) $1,980 Avg Close Range
Q2 2018
Shares 17,097 Value ($000) $1,796 Avg Close Range
Q1 2018
Shares 16,681 Value ($000) $1,749 Avg Close Range
Q4 2017
Shares 14,010 Value ($000) $1,469 Avg Close Range