ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 1,420,969 Value ($000) $33,258 Avg Close — Range —
Q3 2025
Shares 1,381,528 Value ($000) $32,424 Avg Close — Range —
Q2 2025
Shares 1,344,114 Value ($000) $31,358 Avg Close — Range —
Q1 2025
Shares 1,319,304 Value ($000) $30,516 Avg Close — Range —
Q4 2024
Shares 1,264,174 Value ($000) $28,823 Avg Close — Range —
Q3 2024
Shares 19,303 Value ($000) $447 Avg Close — Range —
Q2 2024
Shares 17,928 Value ($000) $410 Avg Close — Range —
Q1 2024
Shares 20,287 Value ($000) $453 Avg Close — Range —
Q4 2023
Shares 17,788 Value ($000) $410 Avg Close — Range —