ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

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

Q4 2025
Shares 9,161 Value ($000) $1,009 Avg Close — Range —
Q3 2025
Shares 19,321 Value ($000) $2,135 Avg Close — Range —
Q2 2025
Shares 31,152 Value ($000) $3,440 Avg Close — Range —
Q1 2025
Shares 30,664 Value ($000) $3,387 Avg Close — Range —
Q4 2024
Shares 52,532 Value ($000) $5,784 Avg Close — Range —
Q3 2024
Shares 53,204 Value ($000) $5,886 Avg Close — Range —
Q2 2024
Shares 84,605 Value ($000) $9,349 Avg Close — Range —
Q1 2024
Shares 5,372 Value ($000) $592 Avg Close — Range —
Q4 2023
Shares 12,935 Value ($000) $1,425 Avg Close — Range —
Q3 2023
Shares 4,894 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 4,349 Value ($000) $480 Avg Close — Range —
Q1 2023
Shares 9,380 Value ($000) $1,036 Avg Close — Range —
Q4 2022
Shares 9,126 Value ($000) $1,003 Avg Close — Range —
Q1 2022
Shares 85 Value ($000) $9 Avg Close — Range —
Q4 2021
Shares 755 Value ($000) $83 Avg Close — Range —
Q3 2021
Shares 820 Value ($000) $91 Avg Close — Range —
Q2 2021
Shares 901 Value ($000) $100 Avg Close — Range —
Q1 2021
Shares 901 Value ($000) $100 Avg Close — Range —
Q4 2020
Shares 901 Value ($000) $100 Avg Close — Range —
Q3 2020
Shares 1,198 Value ($000) $133 Avg Close — Range —
Q2 2020
Shares 1,557 Value ($000) $172 Avg Close — Range —
Q1 2020
Shares 1,553 Value ($000) $172 Avg Close — Range —