ISHARES TR

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

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 69,652 Value ($000) $1,786 Avg Close Range
Q3 2025
Shares 66,726 Value ($000) $1,712 Avg Close Range
Q2 2025
Shares 65,243 Value ($000) $1,672 Avg Close Range
Q1 2025
Shares 59,964 Value ($000) $1,533 Avg Close Range
Q4 2024
Shares 61,924 Value ($000) $1,577 Avg Close Range
Q3 2024
Shares 56,671 Value ($000) $1,454 Avg Close Range
Q2 2024
Shares 53,401 Value ($000) $1 Avg Close Range
Q1 2024
Shares 39,365 Value ($000) $1 Avg Close Range
Q4 2023
Shares 38,634 Value ($000) $1 Avg Close Range