ISHARES TR

Ticker: IBMR CUSIP: 46436E163 Class: IBONDS DEC 2029

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

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

Q4 2025
Shares 952,366 Value ($000) $24,219 Avg Close — Range —
Q3 2025
Shares 902,055 Value ($000) $23,029 Avg Close — Range —
Q2 2025
Shares 882,394 Value ($000) $22,263 Avg Close — Range —
Q1 2025
Shares 852,633 Value ($000) $21,350 Avg Close — Range —
Q4 2024
Shares 862,163 Value ($000) $21,537 Avg Close — Range —
Q3 2024
Shares 797,823 Value ($000) $20,337 Avg Close — Range —
Q2 2024
Shares 774,637 Value ($000) $19,257 Avg Close — Range —