ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

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

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

Q4 2025
Shares 536,840 Value ($000) $12,006 Avg Close — Range —
Q3 2025
Shares 451,246 Value ($000) $10,101 Avg Close — Range —
Q2 2025
Shares 435,921 Value ($000) $9,747 Avg Close — Range —
Q1 2025
Shares 301,898 Value ($000) $6,717 Avg Close — Range —
Q4 2024
Shares 294,427 Value ($000) $6,449 Avg Close — Range —
Q3 2024
Shares 294,787 Value ($000) $6,634 Avg Close — Range —
Q2 2024
Shares 308,428 Value ($000) $6,733 Avg Close — Range —
Q1 2024
Shares 278,730 Value ($000) $6,114 Avg Close — Range —
Q4 2023
Shares 269,840 Value ($000) $5,994 Avg Close — Range —
Q3 2023
Shares 7,126 Value ($000) $154 Avg Close — Range —
Q2 2023
Shares 7,585 Value ($000) $167 Avg Close — Range —
Q1 2023
Shares 7,176 Value ($000) $161 Avg Close — Range —