ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 58,118 Value ($000) $1,490 Avg Close — Range —
Q3 2025
Shares 477,579 Value ($000) $12,255 Avg Close — Range —
Q2 2025
Shares 882,174 Value ($000) $22,604 Avg Close — Range —
Q1 2025
Shares 855,421 Value ($000) $21,865 Avg Close — Range —
Q4 2024
Shares 863,305 Value ($000) $21,980 Avg Close — Range —
Q3 2024
Shares 798,488 Value ($000) $20,485 Avg Close — Range —
Q2 2024
Shares 773,342 Value ($000) $19,581 Avg Close — Range —