Clearstead Advisors, LLC
Position in IBMR — iShares iBonds Dec 2029 Term Muni Bond ETF
CIK 842775
CLEVELAND, OH
All Filings in IBMR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMR | $24,839,704 | 979,870 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 IBMR | $24,218,667 | 952,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 IBMR | $23,029,464 | 902,055 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 IBMR | $22,262,800 | 882,394 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 IBMR | $21,349,930 | 852,633 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBMR | $21,536,831 | 862,163 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IBMR | $20,336,508 | 797,823 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 IBMR | $19,257,475 | 774,637 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||