ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 204,024 Value ($000) $10,203 Avg Close — Range —
Q3 2025
Shares 33,213 Value ($000) $1,701 Avg Close — Range —
Q2 2025
Shares 25,866 Value ($000) $1,321 Avg Close — Range —
Q1 2025
Shares 5,915 Value ($000) $296 Avg Close — Range —
Q4 2024
Shares 7,674 Value ($000) $383 Avg Close — Range —
Q1 2022
Shares 6,652 Value ($000) $347 Avg Close — Range —
Q4 2021
Shares 10,921 Value ($000) $596 Avg Close — Range —
Q3 2021
Shares 34,045 Value ($000) $1,873 Avg Close — Range —
Q2 2021
Shares 40,294 Value ($000) $2,220 Avg Close — Range —
Q1 2021
Shares 41,631 Value ($000) $2,284 Avg Close — Range —
Q4 2020
Shares 42,795 Value ($000) $2,406 Avg Close — Range —
Q3 2020
Shares 21,523 Value ($000) $1,198 Avg Close — Range —
Q2 2020
Shares 21,424 Value ($000) $1,193 Avg Close — Range —
Q1 2020
Shares 10,209 Value ($000) $558 Avg Close — Range —
Q4 2019
Shares 40,882 Value ($000) $2,240 Avg Close — Range —