ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 90,089 Value ($000) $8,572 Avg Close — Range —
Q2 2025
Shares 85,500 Value ($000) $8,028 Avg Close — Range —
Q1 2025
Shares 83,286 Value ($000) $7,811 Avg Close — Range —
Q4 2024
Shares 79,882 Value ($000) $7,324 Avg Close — Range —
Q3 2024
Shares 10,495 Value ($000) $1,006 Avg Close — Range —
Q2 2024
Shares 9,674 Value ($000) $888 Avg Close — Range —
Q1 2024
Shares 9,737 Value ($000) $900 Avg Close — Range —
Q4 2023
Shares 8,229 Value ($000) $774 Avg Close — Range —
Q3 2023
Shares 7,150 Value ($000) $635 Avg Close — Range —
Q2 2023
Shares 8,561 Value ($000) $798 Avg Close — Range —
Q1 2023
Shares 7,727 Value ($000) $732 Avg Close — Range —
Q4 2022
Shares 5,897 Value ($000) $547 Avg Close — Range —