ISHARES TR

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

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025
Shares 144,633 Value ($000) $15,432 Avg Close — Range —
Q3 2025
Shares 116,236 Value ($000) $12,412 Avg Close — Range —
Q2 2025
Shares 117,055 Value ($000) $12,448 Avg Close — Range —
Q1 2025
Shares 119,462 Value ($000) $12,615 Avg Close — Range —
Q4 2024
Shares 105,366 Value ($000) $11,114 Avg Close — Range —
Q3 2024
Shares 95,986 Value ($000) $10,193 Avg Close — Range —
Q2 2024
Shares 102,067 Value ($000) $10,671 Avg Close — Range —
Q1 2024
Shares 106,221 Value ($000) $11,125 Avg Close — Range —
Q4 2023
Shares 68,764 Value ($000) $7,250 Avg Close — Range —
Q3 2023
Shares 68,186 Value ($000) $7,014 Avg Close — Range —
Q2 2023
Shares 67,432 Value ($000) $7,016 Avg Close — Range —
Q1 2023
Shares 68,662 Value ($000) $7,188 Avg Close — Range —
Q4 2022
Shares 66,530 Value ($000) $6,937 Avg Close — Range —
Q3 2022
Shares 35,207 Value ($000) $3,614 Avg Close — Range —
Q2 2022
Shares 22,311 Value ($000) $2,335 Avg Close — Range —
Q1 2022
Shares 24,598 Value ($000) $2,573 Avg Close — Range —
Q4 2021
Shares 18,933 Value ($000) $2,033 Avg Close — Range —
Q3 2021
Shares 19,251 Value ($000) $2,071 Avg Close — Range —
Q2 2021
Shares 15,190 Value ($000) $1,638 Avg Close — Range —
Q1 2021
Shares 14,682 Value ($000) $1,583 Avg Close — Range —
Q4 2020
Shares 17,494 Value ($000) $1,891 Avg Close — Range —
Q3 2020
Shares 28,837 Value ($000) $3,117 Avg Close — Range —
Q2 2020
Shares 30,796 Value ($000) $3,322 Avg Close — Range —
Q1 2020
Shares 28,443 Value ($000) $3,024 Avg Close — Range —
Q4 2019
Shares 35,857 Value ($000) $3,829 Avg Close — Range —
Q3 2019
Shares 14,927 Value ($000) $1,591 Avg Close — Range —
Q2 2019
Shares 4,011 Value ($000) $428 Avg Close — Range —
Q3 2018
Shares 2,200 Value ($000) $230 Avg Close — Range —
Q2 2018
Shares 3,500 Value ($000) $368 Avg Close — Range —