ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 136,324 Value ($000) $12,981 Avg Close — Range —
Q3 2025
Shares 133,494 Value ($000) $12,702 Avg Close — Range —
Q2 2025
Shares 107,485 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 105,353 Value ($000) $10 Avg Close — Range —
Q4 2024
Shares 103,027 Value ($000) $9,326 Avg Close — Range —
Q3 2024
Shares 74,236 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 66,344 Value ($000) $6,091 Avg Close — Range —
Q1 2024
Shares 55,106 Value ($000) $5,093 Avg Close — Range —
Q4 2023
Shares 49,212 Value ($000) $4,630 Avg Close — Range —
Q3 2023
Shares 39,688 Value ($000) $3,524 Avg Close — Range —
Q2 2023
Shares 37,858 Value ($000) $3,531 Avg Close — Range —
Q1 2023
Shares 35,271 Value ($000) $3,341 Avg Close — Range —
Q4 2022
Shares 35,104 Value ($000) $3,256 Avg Close — Range —
Q3 2022
Shares 38,606 Value ($000) $3,430 Avg Close — Range —
Q2 2022
Shares 39,276 Value ($000) $3,829 Avg Close — Range —
Q1 2022
Shares 40,712 Value ($000) $4,147 Avg Close — Range —
Q4 2021
Shares 45,076 Value ($000) $4,842 Avg Close — Range —
Q3 2021
Shares 44,030 Value ($000) $4,761 Avg Close — Range —
Q2 2021
Shares 45,925 Value ($000) $4,970 Avg Close — Range —
Q1 2021
Shares 41,618 Value ($000) $4,512 Avg Close — Range —
Q4 2020
Shares 39,960 Value ($000) $4,400 Avg Close — Range —
Q1 2020
Shares 16,218 Value ($000) $1,791 Avg Close — Range —
Q4 2019
Shares 12,645 Value ($000) $1,366 Avg Close — Range —
Q3 2019
Shares 2,409 Value ($000) $260 Avg Close — Range —