ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 1,114,964 Value ($000) $26,051 Avg Close — Range —
Q2 2025
Shares 1,149,158 Value ($000) $26,844 Avg Close — Range —
Q1 2025
Shares 1,163,718 Value ($000) $27,196 Avg Close — Range —
Q4 2024
Shares 1,251,806 Value ($000) $29,192 Avg Close — Range —
Q3 2024
Shares 1,103,491 Value ($000) $25,844 Avg Close — Range —
Q2 2024
Shares 940,887 Value ($000) $21,847 Avg Close — Range —
Q1 2024
Shares 815,247 Value ($000) $18,938 Avg Close — Range —
Q4 2023
Shares 577,471 Value ($000) $13,444 Avg Close — Range —
Q3 2023
Shares 426,790 Value ($000) $9,850 Avg Close — Range —
Q2 2023
Shares 364,853 Value ($000) $8,439 Avg Close — Range —
Q1 2023
Shares 323,913 Value ($000) $8 Avg Close — Range —
Q4 2022
Shares 264,353 Value ($000) $6 Avg Close — Range —