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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
2024-09-30 $2.8M 112k 25.45
2024-06-30 $2.1M 86k 25.01
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 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 27

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Wells Fargo & Company
Hartland & Co
HighTower Advisors
Heartwood Wealth Advisors
Us Bancorp
Kathmere Capital Management
Morgan Stanley
Hengehold Capital Management
CI Private Wealth
Raymond James Financial Services Advisors
Goss Wealth Management
Hills Bank And Trust Company

View all funds holding Ishares Tr ibonds dec 27