ISHARES TR

Ticker: IBTI CUSIP: 46436E833 Class: ETF

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 3,227,073 Value ($000) $72,174 Avg Close — Range —
Q3 2025
Shares 3,011,899 Value ($000) $67,421 Avg Close — Range —
Q2 2025
Shares 2,671,393 Value ($000) $59,732 Avg Close — Range —
Q1 2025
Shares 2,464,221 Value ($000) $54,829 Avg Close — Range —
Q4 2024
Shares 2,054,210 Value ($000) $44,995 Avg Close — Range —
Q3 2024
Shares 1,942,726 Value ($000) $43,721 Avg Close — Range —
Q2 2024
Shares 1,599,679 Value ($000) $35 Avg Close — Range —