Integrated Wealth Concepts LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1737109
WALTHAM, MA
All Filings in IBDW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $647,825 | 30,952 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDW | $888,765 | 42,022 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBDW | $673,735 | 31,750 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBDW | $643,108 | 30,566 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBDW | $594,280 | 28,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBDW | $553,011 | 27,175 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBDW | $567,889 | 26,762 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBDW | $497,307 | 24,510 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBDW | $445,903 | 21,762 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBDW | $450,480 | 21,689 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IBDW | $257,587 | 13,288 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBDW | $258,928 | 12,774 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||