Integrated Wealth Concepts LLC
Position in IBHJ — iShares iBonds 2030 Term High Yield and Income ETF
CIK 1737109
WALTHAM, MA
All Filings in IBHJ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHJ | $1,531,169 | 58,397 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHJ | $1,331,966 | 50,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBHJ | $1,017,354 | 37,961 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBHJ | $927,151 | 34,803 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHJ | $763,318 | 29,256 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHJ | $656,967 | 25,234 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||