ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 203,890 Value ($000) $5,177 Avg Close — Range —
Q3 2025
Shares 201,455 Value ($000) $5,132 Avg Close — Range —
Q2 2025
Shares 201,049 Value ($000) $5,097 Avg Close — Range —
Q1 2025
Shares 192,237 Value ($000) $4,860 Avg Close — Range —
Q4 2024
Shares 174,215 Value ($000) $4,380 Avg Close — Range —
Q3 2024
Shares 111,753 Value ($000) $2,844 Avg Close — Range —
Q2 2024
Shares 85,483 Value ($000) $2,138 Avg Close — Range —
Q1 2024
Shares 80,419 Value ($000) $2,024 Avg Close — Range —
Q4 2023
Shares 53,607 Value ($000) $1,362 Avg Close — Range —
Q3 2023
Shares 29,743 Value ($000) $728 Avg Close — Range —
Q2 2023
Shares 38,725 Value ($000) $971 Avg Close — Range —