Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Integrated Wealth Concepts »

Ishares Ibonds Dec 2027 Term T shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$11M	509k	22.08
2024-03-31	$8.9M	400k	22.16
2023-09-30	$1.1M	50k	21.85
2023-06-30	$1.1M	48k	22.15
2023-03-31	$600k	27k	22.67
2022-12-31	$438k	20k	22.25

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)

Ishares Msci MF Closed and MF Open (QUAL)

Apple Common Stock (AAPL)

Bny Mellon MF Closed and MF Open (BKLC)

Spdr Portfolio MF Closed and MF Open (SPLG)

Nvidia Corp Common Stock (NVDA)

Microsoft Corp Common Stock (MSFT)

Etf Aptus MF Closed and MF Open (ACIO)

Dimensional Us MF Closed and MF Open (DFAC)

Invesco Qqq MF Closed and MF Open (QQQ)

SPDR S&P MF Closed and MF Open (SPY)

Blackrock U S MF Closed and MF Open (DYNF)

Amazon Common Stock (AMZN)

Ishares Core MF Closed and MF Open (IUSB)

Schwab Us MF Closed and MF Open (SCHX)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Ibonds Dec 2027 Term T

GLOBALT Investments LLC / GA

Bank of America Corporation

Confluence Investment Management

Goss Wealth Management

Wells Fargo & Company

Stratos Wealth Partners

Raymond James Financial Services Advisors

Journey Advisory Group

Envestnet Asset Management

Commonwealth Equity Services

Vista Private Wealth Partners

Capital Investment Advisors

TMD Wealth Management

View all funds holding Ishares Ibonds Dec 2027 Term T

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z