ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 376,796 Value ($000) $9,660 Avg Close — Range —
Q3 2025
Shares 382,935 Value ($000) $9,826 Avg Close — Range —
Q2 2025
Shares 336,583 Value ($000) $8,624 Avg Close — Range —
Q1 2025
Shares 325,296 Value ($000) $8,315 Avg Close — Range —
Q4 2024
Shares 304,752 Value ($000) $7,759 Avg Close — Range —
Q3 2024
Shares 225,318 Value ($000) $5,781 Avg Close — Range —
Q2 2024
Shares 189,569 Value ($000) $4,800 Avg Close — Range —
Q1 2024
Shares 184,296 Value ($000) $4,672 Avg Close — Range —
Q4 2023
Shares 141,103 Value ($000) $3,600 Avg Close — Range —
Q3 2023
Shares 102,749 Value ($000) $2,549 Avg Close — Range —
Q2 2023
Shares 111,524 Value ($000) $2,808 Avg Close — Range —
Q1 2023
Shares 85,598 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 49,947 Value ($000) $1 Avg Close — Range —