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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury 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 2033 Term Treasury ETF by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $358k 15k 24.39

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Union Bankshares
Krilogy Financial
Confluence Investment Management
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Ameriprise Financial
Wells Fargo & Company
Headland Capital
HighTower Advisors
Probity Advisors
UBS Group
Branch Banking & Trust Company

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF