ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

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

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

Q3 2025
Shares 18,735 Value ($000) $915 Avg Close — Range —
Q2 2025
Shares 15,586 Value ($000) $758 Avg Close — Range —
Q1 2025
Shares 15,469 Value ($000) $748 Avg Close — Range —
Q4 2024
Shares 17,052 Value ($000) $815 Avg Close — Range —
Q3 2024
Shares 15,611 Value ($000) $760 Avg Close — Range —
Q2 2024
Shares 13,860 Value ($000) $657 Avg Close — Range —
Q1 2024
Shares 13,262 Value ($000) $629 Avg Close — Range —
Q4 2023
Shares 16,766 Value ($000) $797 Avg Close — Range —
Q3 2023
Shares 25,558 Value ($000) $1,185 Avg Close — Range —
Q2 2023
Shares 62,094 Value ($000) $2,896 Avg Close — Range —
Q3 2022
Shares 10,696 Value ($000) $493 Avg Close — Range —
Q2 2022
Shares 17,192 Value ($000) $815 Avg Close — Range —
Q1 2022
Shares 119,248 Value ($000) $5,779 Avg Close — Range —
Q4 2021
Shares 111,756 Value ($000) $5,636 Avg Close — Range —
Q3 2021
Shares 148,974 Value ($000) $7,608 Avg Close — Range —
Q2 2021
Shares 234,327 Value ($000) $12,019 Avg Close — Range —
Q1 2021
Shares 238,241 Value ($000) $12,219 Avg Close — Range —
Q4 2020
Shares 252,626 Value ($000) $13,046 Avg Close — Range —
Q3 2020
Shares 89,610 Value ($000) $4,619 Avg Close — Range —
Q2 2020
Shares 169,372 Value ($000) $8,718 Avg Close — Range —
Q1 2020
Shares 82,589 Value ($000) $4,171 Avg Close — Range —
Q4 2019
Shares 14,451 Value ($000) $728 Avg Close — Range —