ISHARES TR

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

CABOT WEALTH MANAGEMENT INC's Holding History (CIK: 0001016683)

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

Q4 2025
Shares 81,086 Value ($000) $2,064 Avg Close — Range —
Q3 2025
Shares 76,484 Value ($000) $1,952 Avg Close — Range —
Q2 2025
Shares 73,823 Value ($000) $1,877 Avg Close — Range —
Q1 2025
Shares 71,913 Value ($000) $1,817 Avg Close — Range —
Q4 2024
Shares 65,775 Value ($000) $1,638 Avg Close — Range —
Q3 2024
Shares 65,467 Value ($000) $1,671 Avg Close — Range —
Q2 2024
Shares 32,535 Value ($000) $806 Avg Close — Range —
Q1 2024
Shares 24,146 Value ($000) $601 Avg Close — Range —
Q4 2023
Shares 21,889 Value ($000) $549 Avg Close — Range —
Q3 2023
Shares 20,870 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 16,800 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 16,161 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 15,811 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 14,487 Value ($000) $345 Avg Close — Range —
Q2 2022
Shares 14,175 Value ($000) $354 Avg Close — Range —
Q1 2022
Shares 13,431 Value ($000) $354 Avg Close — Range —