ISHARES TR

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

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

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

Q4 2025
Shares 5,907 Value ($000) $151 Avg Close — Range —
Q3 2025
Shares 11,666 Value ($000) $299 Avg Close — Range —
Q2 2025
Shares 11,666 Value ($000) $296 Avg Close — Range —
Q1 2025
Shares 8,738 Value ($000) $221 Avg Close — Range —
Q4 2024
Shares 9,893 Value ($000) $249 Avg Close — Range —
Q3 2024
Shares 10,163 Value ($000) $260 Avg Close — Range —
Q2 2024
Shares 10,163 Value ($000) $254 Avg Close — Range —
Q1 2024
Shares 10,163 Value ($000) $257 Avg Close — Range —
Q4 2023
Shares 10,163 Value ($000) $260 Avg Close — Range —
Q3 2023
Shares 1,525 Value ($000) $37 Avg Close — Range —
Q2 2023
Shares 727 Value ($000) $18 Avg Close — Range —