ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q2 2023
Shares 1,875 Value ($000) $203 Avg Close — Range —
Q3 2021
Shares 1,561 Value ($000) $208 Avg Close — Range —
Q2 2021
Shares 1,501 Value ($000) $202 Avg Close — Range —
Q4 2020
Shares 1,501 Value ($000) $207 Avg Close — Range —
Q3 2020
Shares 1,521 Value ($000) $205 Avg Close — Range —
Q2 2020
Shares 1,570 Value ($000) $211 Avg Close — Range —
Q4 2019
Shares 456 Value ($000) $58 Avg Close — Range —
Q2 2017
Shares 2,935 Value ($000) $353 Avg Close — Range —
Q3 2014
Shares 46 Value ($000) $5 Avg Close — Range —
Q2 2014
Shares 46 Value ($000) $5 Avg Close — Range —
Q1 2014
Shares 1,933 Value ($000) $226 Avg Close — Range —
Q4 2013
Shares 2,105 Value ($000) $240 Avg Close — Range —
Q3 2013
Shares 46 Value ($000) $5 Avg Close — Range —
Q2 2013
Shares 395 Value ($000) $45 Avg Close — Range —