ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 93,904 Value ($000) $9,030 Avg Close Range
Q3 2025
Shares 87,380 Value ($000) $8,429 Avg Close Range
Q2 2025
Shares 169,488 Value ($000) $16,232 Avg Close Range
Q1 2025
Shares 114,537 Value ($000) $10,923 Avg Close Range
Q4 2024
Shares 99,894 Value ($000) $9,235 Avg Close Range
Q3 2024
Shares 97,681 Value ($000) $9,584 Avg Close Range
Q2 2024
Shares 95,838 Value ($000) $8,975 Avg Close Range
Q1 2024
Shares 97,942 Value ($000) $9,272 Avg Close Range
Q4 2023
Shares 87,474 Value ($000) $8,432 Avg Close Range
Q3 2023
Shares 102,226 Value ($000) $9,363 Avg Close Range
Q2 2023
Shares 120,290 Value ($000) $11,620 Avg Close Range
Q1 2023
Shares 133,229 Value ($000) $13 Avg Close Range
Q4 2022
Shares 1,048,532 Value ($000) $100 Avg Close Range
Q3 2022
Shares 78,135 Value ($000) $7,500 Avg Close Range
Q2 2022
Shares 54,762 Value ($000) $5,602 Avg Close Range
Q1 2022
Shares 62,635 Value ($000) $6,731 Avg Close Range
Q4 2021
Shares 54,454 Value ($000) $6,262 Avg Close Range
Q3 2021
Shares 31,600 Value ($000) $3,641 Avg Close Range
Q2 2021
Shares 39,203 Value ($000) $4,528 Avg Close Range
Q1 2021
Shares 14,392 Value ($000) $1,625 Avg Close Range
Q4 2020
Shares 13,673 Value ($000) $1,640 Avg Close Range
Q3 2020
Shares 38,352 Value ($000) $4,672 Avg Close Range
Q2 2020
Shares 182,794 Value ($000) $22,277 Avg Close Range
Q1 2020
Shares 140,027 Value ($000) $17,010 Avg Close Range
Q4 2019
Shares 5,797 Value ($000) $639 Avg Close Range
Q3 2019
Shares 3,116 Value ($000) $350 Avg Close Range
Q2 2019
Shares 4,028 Value ($000) $443 Avg Close Range
Q4 2018
Shares 48,179 Value ($000) $5,020 Avg Close Range
Q4 2017
Shares 5,004 Value ($000) $526 Avg Close Range