ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 1,698 Value ($000) $162 Avg Close — Range —
Q3 2025
Shares 1,698 Value ($000) $162 Avg Close — Range —
Q2 2025
Shares 1,698 Value ($000) $159 Avg Close — Range —
Q1 2025
Shares 1,698 Value ($000) $159 Avg Close — Range —
Q4 2024
Shares 1,760 Value ($000) $161 Avg Close — Range —
Q2 2023
Shares 24 Value ($000) $2 Avg Close — Range —