ISHARES TR

Ticker: SHV CUSIP: 464288679 Class: SHORT TREAS BD

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 22,798 Value ($000) $2,511 Avg Close Range
Q3 2025
Shares 269 Value ($000) $30 Avg Close Range
Q2 2025
Shares 18,180 Value ($000) $2,008 Avg Close Range
Q1 2025
Shares 24,025 Value ($000) $2,654 Avg Close Range
Q4 2024
Shares 16,819 Value ($000) $1,852 Avg Close Range
Q2 2023
Shares 8 Value ($000) $1 Avg Close Range
Q1 2023
Shares 19 Value ($000) $2 Avg Close Range
Q4 2022
Shares 45 Value ($000) $5 Avg Close Range
Q3 2022
Shares 50 Value ($000) $6 Avg Close Range
Q2 2022
Shares 62 Value ($000) $7 Avg Close Range
Q1 2022
Shares 57 Value ($000) $6 Avg Close Range
Q4 2021
Shares 57 Value ($000) $6 Avg Close Range
Q3 2021
Shares 57 Value ($000) $6 Avg Close Range
Q2 2021
Shares 57 Value ($000) $6 Avg Close Range
Q1 2021
Shares 57 Value ($000) $6 Avg Close Range
Q4 2020
Shares 57 Value ($000) $6 Avg Close Range
Q3 2020
Shares 57 Value ($000) $6 Avg Close Range
Q2 2020
Shares 57 Value ($000) $6 Avg Close Range
Q1 2020
Shares 103 Value ($000) $11 Avg Close Range
Q4 2019
Shares 103 Value ($000) $11 Avg Close Range
Q3 2019
Shares 103 Value ($000) $11 Avg Close Range
Q2 2019
Shares 103 Value ($000) $11 Avg Close Range
Q1 2019
Shares 103 Value ($000) $11 Avg Close Range
Q4 2018
Shares 103 Value ($000) $11 Avg Close Range
Q3 2018
Shares 103 Value ($000) $11 Avg Close Range
Q2 2018
Shares 103 Value ($000) $11 Avg Close Range