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Ishares Tr ibonds dec 29 shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 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 29 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $746k 32k 23.51
2024-06-30 $558k 25k 22.67
2024-03-31 $555k 24k 22.82
2023-09-30 $382k 18k 21.90
2023-06-30 $358k 16k 22.45

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr ibonds dec 29

Capital Advisors
Aptus Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Envestnet Asset Management
Royal Bank of Canada
Woodmont Investment Counsel
Raymond James Financial Services Advisors
Venture Visionary Partners
HighTower Advisors
Klingman & Associates
Wells Fargo & Company
Benjamin Edwards
LPL Financial

View all funds holding Ishares Tr ibonds dec 29