ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 52,295 Value ($000) $1,224 Avg Close — Range —
Q3 2025
Shares 40,678 Value ($000) $955 Avg Close — Range —
Q2 2025
Shares 38,304 Value ($000) $894 Avg Close — Range —
Q1 2025
Shares 40,718 Value ($000) $942 Avg Close — Range —
Q4 2024
Shares 30,336 Value ($000) $692 Avg Close — Range —
Q3 2024
Shares 31,710 Value ($000) $746 Avg Close — Range —
Q2 2024
Shares 24,603 Value ($000) $558 Avg Close — Range —
Q1 2024
Shares 24,306 Value ($000) $555 Avg Close — Range —
Q4 2023
Shares 17,480 Value ($000) $403 Avg Close — Range —
Q3 2023
Shares 17,450 Value ($000) $382 Avg Close — Range —
Q2 2023
Shares 15,937 Value ($000) $358 Avg Close — Range —