ISHARES TR

Ticker: IBDS CUSIP: 46435UAA9 Class: IBONDS 27 ETF

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

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

Q4 2025
Shares 1,401,987 Value ($000) $34,040 Avg Close — Range —
Q3 2025
Shares 1,345,475 Value ($000) $32,749 Avg Close — Range —
Q2 2025
Shares 1,307,775 Value ($000) $31,740 Avg Close — Range —
Q1 2025
Shares 1,281,919 Value ($000) $30,997 Avg Close — Range —
Q4 2024
Shares 1,245,220 Value ($000) $29,835 Avg Close — Range —
Q3 2024
Shares 1,209,911 Value ($000) $29,195 Avg Close — Range —
Q2 2024
Shares 1,152,450 Value ($000) $27,520 Avg Close — Range —
Q1 2024
Shares 1,148,295 Value ($000) $26,996 Avg Close — Range —
Q4 2023
Shares 1,043,456 Value ($000) $24,970 Avg Close — Range —