ISHARES TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 2,824 Value ($000) $72 Avg Close Range
Q3 2025
Shares 8,474 Value ($000) $217 Avg Close Range
Q2 2025
Shares 8,474 Value ($000) $217 Avg Close Range
Q1 2025
Shares 8,474 Value ($000) $217 Avg Close Range
Q4 2024
Shares 8,474 Value ($000) $216 Avg Close Range
Q3 2024
Shares 8,474 Value ($000) $217 Avg Close Range
Q2 2024
Shares 8,474 Value ($000) $215 Avg Close Range
Q1 2024
Shares 8,474 Value ($000) $215 Avg Close Range
Q4 2023
Shares 8,474 Value ($000) $216 Avg Close Range