ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

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

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

Q4 2025
Shares 155,120 Value ($000) $3,404 Avg Close — Range —
Q3 2025
Shares 76,143 Value ($000) $1,672 Avg Close — Range —
Q2 2025
Shares 69,201 Value ($000) $1,517 Avg Close — Range —
Q1 2025
Shares 69,008 Value ($000) $1,502 Avg Close — Range —
Q4 2024
Shares 48,000 Value ($000) $1,024 Avg Close — Range —
Q3 2024
Shares 33,497 Value ($000) $740 Avg Close — Range —
Q2 2024
Shares 14,853 Value ($000) $317 Avg Close — Range —
Q1 2024
Shares 14,824 Value ($000) $319 Avg Close — Range —
Q4 2023
Shares 13,847 Value ($000) $302 Avg Close — Range —
Q3 2023
Shares 10,904 Value ($000) $229 Avg Close — Range —
Q2 2023
Shares 10,904 Value ($000) $236 Avg Close — Range —