ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 64,408 Value ($000) $2,761 Avg Close — Range —
Q3 2025
Shares 185,169 Value ($000) $8,018 Avg Close — Range —
Q2 2025
Shares 135,890 Value ($000) $5,862 Avg Close — Range —
Q1 2025
Shares 227,191 Value ($000) $9,660 Avg Close — Range —
Q4 2024
Shares 138,626 Value ($000) $5,907 Avg Close — Range —
Q3 2024
Shares 123,576 Value ($000) $5,366 Avg Close — Range —
Q2 2024
Shares 123,084 Value ($000) $5,194 Avg Close — Range —
Q1 2024
Shares 162,073 Value ($000) $6,896 Avg Close — Range —
Q4 2023
Shares 164,612 Value ($000) $6,950 Avg Close — Range —
Q3 2023
Shares 166,538 Value ($000) $6,833 Avg Close — Range —
Q2 2023
Shares 189,743 Value ($000) $7,865 Avg Close — Range —
Q1 2023
Shares 500,721 Value ($000) $21 Avg Close — Range —
Q4 2022
Shares 637,918 Value ($000) $26 Avg Close — Range —
Q3 2022
Shares 526,751 Value ($000) $21,038 Avg Close — Range —
Q2 2022
Shares 547,257 Value ($000) $22,191 Avg Close — Range —
Q1 2022
Shares 555,876 Value ($000) $24,436 Avg Close — Range —
Q4 2021
Shares 349,268 Value ($000) $15,822 Avg Close — Range —
Q3 2021
Shares 7,455 Value ($000) $341 Avg Close — Range —
Q2 2021
Shares 6,114 Value ($000) $282 Avg Close — Range —
Q1 2021
Shares 7,277 Value ($000) $333 Avg Close — Range —
Q4 2020
Shares 20,145 Value ($000) $915 Avg Close — Range —
Q3 2020
Shares 17,076 Value ($000) $751 Avg Close — Range —
Q2 2020
Shares 16,132 Value ($000) $692 Avg Close — Range —
Q1 2020
Shares 15,147 Value ($000) $619 Avg Close — Range —
Q4 2019
Shares 5,084 Value ($000) $236 Avg Close — Range —
Q3 2019
Shares 5,427 Value ($000) $252 Avg Close — Range —