ISHARES TR

Ticker: IBDT CUSIP: 46435U515 Class: IBDS DEC28 ETF

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

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

Q4 2025
Shares 50,351 Value ($000) $1,282 Avg Close — Range —
Q3 2025
Shares 50,469 Value ($000) $1,288 Avg Close — Range —
Q2 2025
Shares 48,418 Value ($000) $1,231 Avg Close — Range —
Q1 2025
Shares 46,097 Value ($000) $1,164 Avg Close — Range —
Q4 2024
Shares 45,493 Value ($000) $1,133 Avg Close — Range —
Q3 2024
Shares 10,285 Value ($000) $263 Avg Close — Range —
Q2 2024
Shares 10,285 Value ($000) $255 Avg Close — Range —