Integrated Wealth Concepts LLC
Position in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1737109
WALTHAM, MA
All Filings in IBTI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTI | $18,048,071 | 809,948 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTI | $13,160,661 | 588,449 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTI | $9,798,406 | 437,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTI | $7,605,910 | 340,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBTI | $5,021,268 | 225,675 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTI | $2,516,791 | 114,901 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBTI | $1,646,128 | 73,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTI | $1,097,830 | 50,290 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBTI | $1,041,758 | 47,493 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTI | $675,047 | 30,387 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IBTI | $315,448 | 14,638 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBTI | $270,930 | 12,315 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||