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Ishares Ibonds Dec 2029 Muni Etf shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf 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 Ibonds Dec 2029 Muni Etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 104k 25.43
2025-09-30 $1.0M 41k 25.53
2025-06-30 $997k 40k 25.23
2025-03-31 $989k 40k 25.04
2024-12-31 $987k 40k 24.98