ISHARES TR

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

COLTON GROOME FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001780330)

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

Q4 2025
Shares 14,691 Value ($000) $1,568 Avg Close — Range —
Q3 2025
Shares 12,416 Value ($000) $1,326 Avg Close — Range —
Q2 2025
Shares 11,731 Value ($000) $1,247 Avg Close — Range —
Q1 2025
Shares 12,631 Value ($000) $1,333 Avg Close — Range —
Q4 2024
Shares 14,316 Value ($000) $1,510 Avg Close — Range —
Q3 2024
Shares 4,591 Value ($000) $488 Avg Close — Range —
Q2 2024
Shares 4,071 Value ($000) $426 Avg Close — Range —
Q1 2024
Shares 4,051 Value ($000) $424 Avg Close — Range —
Q4 2023
Shares 4,701 Value ($000) $496 Avg Close — Range —
Q3 2023
Shares 5,317 Value ($000) $547 Avg Close — Range —
Q2 2023
Shares 6,452 Value ($000) $671 Avg Close — Range —
Q1 2023
Shares 4,661 Value ($000) $488 Avg Close — Range —
Q4 2022
Shares 4,140 Value ($000) $432 Avg Close — Range —
Q3 2022
Shares 4,690 Value ($000) $481 Avg Close — Range —
Q2 2022
Shares 4,865 Value ($000) $509 Avg Close — Range —
Q1 2022
Shares 7,980 Value ($000) $835 Avg Close — Range —
Q4 2021
Shares 3,375 Value ($000) $362 Avg Close — Range —
Q3 2021
Shares 8,400 Value ($000) $904 Avg Close — Range —