Integrated Wealth Concepts LLC
Position in IBHG — iShares iBonds 2027 Term High Yield and Income ETF
CIK 1737109
WALTHAM, MA
All Filings in IBHG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHG | $1,618,521 | 73,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHG | $1,609,383 | 72,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBHG | $1,302,440 | 57,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBHG | $1,270,827 | 56,381 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHG | $1,235,889 | 55,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHG | $1,015,545 | 45,663 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBHG | $1,058,968 | 46,857 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBHG | $1,004,634 | 45,603 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBHG | $929,755 | 41,768 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBHG | $529,708 | 23,850 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IBHG | $479,168 | 22,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBHG | $234,847 | 10,760 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||