ISHARES TR

Ticker: IBMQ CUSIP: 46435U325 Class: IBONDS DEC 28

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

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

Q4 2025
Shares 962,006 Value ($000) $24,603 Avg Close — Range —
Q3 2025
Shares 913,028 Value ($000) $23,410 Avg Close — Range —
Q2 2025
Shares 891,719 Value ($000) $22,659 Avg Close — Range —
Q1 2025
Shares 862,458 Value ($000) $21,812 Avg Close — Range —
Q4 2024
Shares 878,265 Value ($000) $22,115 Avg Close — Range —
Q3 2024
Shares 818,371 Value ($000) $20,975 Avg Close — Range —
Q2 2024
Shares 799,571 Value ($000) $20,005 Avg Close — Range —