Integrated Wealth Concepts LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1737109
WALTHAM, MA
All Filings in IBTJ
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $7,512,768 | 343,944 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTJ | $3,404,108 | 155,120 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTJ | $1,671,719 | 76,143 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTJ | $1,516,885 | 69,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBTJ | $1,502,304 | 69,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTJ | $1,023,648 | 48,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBTJ | $740,451 | 33,497 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTJ | $317,408 | 14,853 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBTJ | $318,716 | 14,824 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTJ | $301,587 | 13,847 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IBTJ | $228,984 | 10,904 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBTJ | $235,853 | 10,904 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||