ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025
Shares 150,999 Value ($000) $14,378 Avg Close Range
Q3 2025
Shares 124,519 Value ($000) $11,848 Avg Close Range
Q2 2025
Shares 107,237 Value ($000) $10,068 Avg Close Range
Q1 2025
Shares 84,330 Value ($000) $7,908 Avg Close Range
Q4 2024
Shares 87,157 Value ($000) $7,991 Avg Close Range
Q3 2024
Shares 50,052 Value ($000) $4,795 Avg Close Range
Q2 2024
Shares 23 Value ($000) $2 Avg Close Range