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Ishares Tr ibonds dec 28 shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr ibonds dec 28 (IBMQ) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr ibonds dec 28

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All positions including Ishares Tr ibonds dec 28 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 28 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $966k 38k 25.63
2024-06-30 $664k 27k 25.02
2024-03-31 $670k 27k 25.27

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 28

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

View all funds holding Ishares Tr ibonds dec 28