ISHARES TR

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

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

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

Q4 2025
Shares 18,805 Value ($000) $479 Avg Close Range
Q3 2025
Shares 18,436 Value ($000) $470 Avg Close Range
Q2 2025
Shares 18,018 Value ($000) $458 Avg Close Range
Q1 2025
Shares 14,781 Value ($000) $373 Avg Close Range
Q4 2024
Shares 13,548 Value ($000) $337 Avg Close Range
Q3 2024
Shares 1,978 Value ($000) $50 Avg Close Range
Q2 2024
Shares 1,573 Value ($000) $39 Avg Close Range
Q1 2024
Shares 1,573 Value ($000) $39 Avg Close Range
Q4 2023
Shares 2,379 Value ($000) $60 Avg Close Range
Q3 2023
Shares 2,379 Value ($000) $57 Avg Close Range
Q2 2023
Shares 3,179 Value ($000) $78 Avg Close Range
Q1 2023
Shares 5,576 Value ($000) $139 Avg Close Range
Q4 2022
Shares 6,956 Value ($000) $169 Avg Close Range
Q3 2022
Shares 6,956 Value ($000) $165 Avg Close Range
Q2 2022
Shares 6,976 Value ($000) $174 Avg Close Range
Q1 2022
Shares 7,760 Value ($000) $204 Avg Close Range
Q4 2021
Shares 7,760 Value ($000) $220 Avg Close Range
Q3 2021
Shares 7,760 Value ($000) $222 Avg Close Range
Q2 2021
Shares 5,600 Value ($000) $162 Avg Close Range
Q1 2021
Shares 2,068 Value ($000) $58,566 Avg Close Range
Q4 2020
Shares 2,068 Value ($000) $61 Avg Close Range
Q3 2020
Shares 2,068 Value ($000) $60 Avg Close Range