Steward Partners Investment Advisory, LLC
Position in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1723397
STAMFORD, CT
All Filings in IBTI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTI | $12,184,745 | 546,818 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 IBTI | $12,006,426 | 536,840 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 IBTI | $10,101,141 | 451,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 IBTI | $9,747,193 | 435,921 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 IBTI | $6,717,230 | 301,898 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBTI | $6,449,129 | 294,427 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBTI | $6,634,181 | 294,787 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTI | $6,732,983 | 308,428 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 IBTI | $6,113,942 | 278,730 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTI | $5,994,495 | 269,840 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 IBTI | $153,565 | 7,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 IBTI | $166,870 | 7,585 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 IBTI | $161,388 | 7,176 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||