ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 42,651 Value ($000) $1,083 Avg Close — Range —
Q3 2025
Shares 42,648 Value ($000) $1,086 Avg Close — Range —
Q2 2025
Shares 42,647 Value ($000) $1,081 Avg Close — Range —
Q1 2025
Shares 45,174 Value ($000) $1,142 Avg Close — Range —
Q4 2024
Shares 61,134 Value ($000) $1,537 Avg Close — Range —
Q3 2024
Shares 75,027 Value ($000) $1,909 Avg Close — Range —
Q2 2024
Shares 94,655 Value ($000) $2,367 Avg Close — Range —
Q1 2024
Shares 97,447 Value ($000) $2,453 Avg Close — Range —
Q4 2023
Shares 102,406 Value ($000) $2,603 Avg Close — Range —
Q3 2023
Shares 132,154 Value ($000) $3,235 Avg Close — Range —
Q2 2023
Shares 140,975 Value ($000) $3,534 Avg Close — Range —
Q1 2023
Shares 144,208 Value ($000) $3,672 Avg Close — Range —
Q4 2022
Shares 146,382 Value ($000) $3,671 Avg Close — Range —
Q3 2022
Shares 155,432 Value ($000) $3,791 Avg Close — Range —
Q2 2022
Shares 160,242 Value ($000) $4,033 Avg Close — Range —
Q1 2022
Shares 7,860 Value ($000) $200 Avg Close — Range —