Integrated Wealth Concepts LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1737109
WALTHAM, MA
All Filings in IBTK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $1,980,321 | 100,422 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTK | $1,201,555 | 60,547 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTK | $1,353,149 | 68,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTK | $1,249,840 | 62,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBTK | $1,235,552 | 62,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTK | $738,412 | 38,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBTK | $531,874 | 26,534 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTK | $476,516 | 24,722 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBTK | $479,460 | 24,689 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTK | $484,461 | 24,567 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 IBTK | $257,701 | 13,635 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 IBTK | $267,927 | 13,635 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||