Integrated Wealth Concepts LLC
Position in CMF — iShares California Muni Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in CMF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CMF | $2,317,272 | 40,754 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 CMF | $1,052,150 | 18,311 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 CMF | $1,894,412 | 33,212 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CMF | $1,909,039 | 34,249 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CMF | $2,082,247 | 36,998 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 CMF | $2,690,097 | 46,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 CMF | $1,054,057 | 18,139 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CMF | $662,310 | 11,644 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 CMF | $417,222 | 7,251 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 CMF | $304,416 | 5,254 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 CMF | $223,198 | 4,070 | Shares | Sole | 2023-11-15 | |
| 2022-06-30 CMF | $241,253 | 4,273 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 CMF | $213,229 | 3,665 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 CMF | $322,246 | 5,170 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 CMF | $564,307 | 9,090 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 CMF | $588,001 | 9,390 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 CMF | $465,278 | 7,490 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 CMF | $449,485 | 7,154 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 CMF | $446,338 | 7,154 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 CMF | $460,232 | 7,404 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 CMF | $408,752 | 6,754 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||