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Integrated Wealth Concepts »

Ishares Ibonds Dec 2028 Term T shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T 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 2028 Term T by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.6M	73k	22.51
2024-06-30	$1.1M	50k	21.83
2024-03-31	$1.0M	48k	21.94
2023-09-30	$315k	15k	21.55
2023-06-30	$271k	12k	22.00

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View all positions for Integrated Wealth Concepts

Top funds holding Ishares Ibonds Dec 2028 Term T

Wells Fargo & Company

Atwood & Palmer

Raymond James Financial Services Advisors

Benjamin Edwards

Horizon Advisory Services

Stratos Wealth Partners

Bank of America Corporation

Royal Bank of Canada

Confluence Investment Management

Journey Advisory Group

Commonwealth Equity Services

Vista Private Wealth Partners

Legacy Private Trust

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