ISHARES TR

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

Gratus Wealth Advisors, LLC's Holding History (CIK: 0002022161)

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

Q4 2025
Shares 1,301,414 Value ($000) $33,127 Avg Close — Range —
Q3 2025
Shares 1,265,251 Value ($000) $32,289 Avg Close — Range —
Q2 2025
Shares 1,233,106 Value ($000) $31,346 Avg Close — Range —
Q1 2025
Shares 1,211,904 Value ($000) $30,613 Avg Close — Range —
Q4 2024
Shares 1,158,816 Value ($000) $28,855 Avg Close — Range —
Q3 2024
Shares 1,126,325 Value ($000) $28,428 Avg Close — Range —
Q2 2024
Shares 1,077,750 Value ($000) $26,858 Avg Close — Range —
Q1 2024
Shares 1,046,455 Value ($000) $25,575 Avg Close — Range —
Q4 2023
Shares 57,287 Value ($000) $1,437 Avg Close — Range —