Integrated Wealth Concepts LLC
Position in IBDX — iShares iBonds Dec 2032 Term Corporate ETF
CIK 1737109
WALTHAM, MA
All Filings in IBDX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDX | $316,254 | 12,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDX | $551,933 | 21,619 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBDX | $566,535 | 22,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBDX | $528,532 | 20,903 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBDX | $418,132 | 16,732 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBDX | $381,432 | 15,518 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBDX | $398,967 | 15,518 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBDX | $358,232 | 14,586 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBDX | $337,788 | 13,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBDX | $341,967 | 13,554 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||