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Ishares Tr Ibonds 1-5 Yr shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr Ibonds 1-5 Yr (LDRC) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr Ibonds 1-5 Yr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Ibonds 1-5 Yr 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 1-5 Yr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 40k 25.25

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 Tr Ibonds 1-5 Yr

Hm Payson & Co
Northwestern Mutual Wealth Management Company
HighTower Advisors
Garrett Investment Advisors
Integrated Wealth Concepts
Spinnaker Investment Group
Steel Peak Wealth Management
Citadel Advisors
International Assets Investment Management
Bank Of Montreal
Wells Fargo & Company
Morgan Stanley
Atlantic Trust

View all funds holding Ishares Tr Ibonds 1-5 Yr