ISHARES TR

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

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 32,919 Value ($000) $3,512 Avg Close — Range —
Q3 2025
Shares 32,347 Value ($000) $3,454 Avg Close — Range —
Q2 2025
Shares 31,774 Value ($000) $3,379 Avg Close — Range —
Q1 2025
Shares 29,452 Value ($000) $3,110 Avg Close — Range —
Q4 2024
Shares 24,969 Value ($000) $2,634 Avg Close — Range —
Q3 2024
Shares 4,768 Value ($000) $506 Avg Close — Range —
Q2 2024
Shares 3,268 Value ($000) $342 Avg Close — Range —
Q1 2024
Shares 3,268 Value ($000) $342 Avg Close — Range —
Q4 2023
Shares 3,840 Value ($000) $405 Avg Close — Range —
Q3 2023
Shares 10,158 Value ($000) $1,045 Avg Close — Range —