Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

CRBNCRBN
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 5,201 shares of CRBN (ISHARES TR), worth $1.3M as of 2026-Q2. The position was increased (+0.3% shares). CRBN represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$1.3M

Current Shares

5,201

Total Value Change

+$132,246

Total Shares Change

-833

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,201
+0.3%
$1.3M0.0%$252.97
25
2026-Q1
Increased
5,183
+0.4%
$1.2M0.0%$232.43
25
2025-Q4
Unchanged
5,163
0.0%
$1.2M0.0%$232.06
0
2025-Q3
Unchanged
5,163
0.0%
$1.2M0.0%$222.63
0
2025-Q2
Unchanged
5,163
0.0%
$1.1M0.0%$207.30
0
2025-Q1
Unchanged
5,163
0.0%
$987,0590.0%$186.61
0
2024-Q4
Decreased
5,163
-14.4%
$999,5050.0%$190.04
0
2024-Q3
Unchanged
6,034
0.0%
$1.2M0.0%$189.47
0

Other major holders of CRBN: MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used