Clearstead Advisors, LLC
Position in IBMS — iShares iBonds Dec 2030 Term Muni Bond ETF
CIK 842775
CLEVELAND, OH
All Filings in IBMS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMS | $23,227,395 | 899,241 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 IBMS | $22,861,082 | 877,248 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 IBMS | $11,307,166 | 433,557 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 IBMS | $315,137 | 12,407 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||