Integrated Wealth Concepts LLC
Position in IBHI — iShares iBonds 2029 Term High Yield and Income ETF
CIK 1737109
WALTHAM, MA
All Filings in IBHI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHI | $2,346,390 | 100,777 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHI | $2,062,828 | 87,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBHI | $1,773,056 | 74,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBHI | $1,637,973 | 69,142 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHI | $1,206,859 | 51,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHI | $997,375 | 42,532 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBHI | $872,183 | 36,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBHI | $742,254 | 32,085 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBHI | $386,960 | 16,558 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||