ISHARES TR

CUSIP: 46435U432 Class: IBONDS DEC 25

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

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

Q3 2025
Shares 307,402 Value ($000) $8,235 Avg Close — Range —
Q2 2025
Shares 334,113 Value ($000) $8,942 Avg Close — Range —
Q1 2025
Shares 340,102 Value ($000) $9,098 Avg Close — Range —
Q4 2024
Shares 321,631 Value ($000) $8,560 Avg Close — Range —
Q3 2024
Shares 264,913 Value ($000) $7,063 Avg Close — Range —
Q2 2024
Shares 246,246 Value ($000) $6,522 Avg Close — Range —
Q1 2024
Shares 246,395 Value ($000) $6,520 Avg Close — Range —
Q4 2023
Shares 212,795 Value ($000) $5,649 Avg Close — Range —
Q3 2023
Shares 191,487 Value ($000) $4,994 Avg Close — Range —
Q2 2023
Shares 197,828 Value ($000) $5,210 Avg Close — Range —
Q1 2023
Shares 170,387 Value ($000) $5 Avg Close — Range —
Q4 2022
Shares 136,398 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 26,399 Value ($000) $684 Avg Close — Range —
Q2 2022
Shares 23,981 Value ($000) $639 Avg Close — Range —
Q1 2022
Shares 27,580 Value ($000) $735 Avg Close — Range —
Q4 2021
Shares 30,156 Value ($000) $840 Avg Close — Range —
Q3 2021
Shares 23,000 Value ($000) $643 Avg Close — Range —
Q2 2021
Shares 23,251 Value ($000) $651 Avg Close — Range —
Q1 2021
Shares 22,617 Value ($000) $632 Avg Close — Range —