inv grd crp bd shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of inv grd crp bd (CORP) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in inv grd crp bd
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All positions including inv grd crp bd held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in inv grd crp bd by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 36k | 98.62 |
| 2025-06-30 | $3.7M | 38k | 97.31 |
| 2025-03-31 | $3.9M | 41k | 96.77 |
| 2024-12-31 | $3.6M | 38k | 95.10 |
| 2024-09-30 | $2.2M | 22k | 99.45 |
| 2024-06-30 | $826k | 8.7k | 95.07 |
| 2024-03-31 | $841k | 8.8k | 96.05 |
| 2023-09-30 | $331k | 3.6k | 91.11 |
| 2023-06-30 | $324k | 3.4k | 94.86 |
| 2023-03-31 | $390k | 4.1k | 96.11 |
| 2022-12-31 | $321k | 3.5k | 92.94 |
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