Steward Partners Investment Advisory, LLC
Position in IBMR — iShares iBonds Dec 2029 Term Muni Bond ETF
CIK 1723397
STAMFORD, CT
All Filings in IBMR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMR | $77,266 | 3,048 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBMR | $77,510 | 3,048 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IBMR | $77,815 | 3,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBMR | $76,901 | 3,048 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IBMR | $2,403 | 96 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBMR | $26,403 | 1,057 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBMR | $39,382 | 1,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBMR | $38,408 | 1,545 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBMR | $39,003 | 1,545 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBMR | $39,552 | 1,545 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IBMR | $36,883 | 1,545 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBMR | $18,296 | 737 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||