ISHARES TR

Ticker: IBTE CUSIP: 46436E874 Class: IBONDS 24 TRM TS

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q3 2024
Shares 905,926 Value ($000) $21,742 Avg Close — Range —
Q2 2024
Shares 870,387 Value ($000) $20,872 Avg Close — Range —
Q1 2024
Shares 781,434 Value ($000) $18,708 Avg Close — Range —
Q4 2023
Shares 632,391 Value ($000) $15,089 Avg Close — Range —
Q3 2023
Shares 568,491 Value ($000) $13,553 Avg Close — Range —
Q2 2023
Shares 501,406 Value ($000) $11,933 Avg Close — Range —
Q1 2023
Shares 15,766 Value ($000) $379 Avg Close — Range —