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Ishares Tr ibonds dec 27 shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr ibonds dec 27

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All positions including Ishares Tr ibonds dec 27 held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 27 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 80k 25.17
2023-09-30 $728k 30k 24.48
2023-06-30 $971k 39k 25.07

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr ibonds dec 27

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wilbanks Smith & Thomas Asset Management
Wells Fargo & Company
Us Bancorp
HighTower Advisors
Kathmere Capital Management
Heartwood Wealth Advisors
Morgan Stanley
CI Private Wealth
Hengehold Capital Management
Goss Wealth Management
UBS Group
Raymond James Financial Services Advisors

View all funds holding Ishares Tr ibonds dec 27