Integrated Wealth Concepts LLC
Position in IBTM — iShares iBonds Dec 2032 Term Treasury ETF
CIK 1737109
WALTHAM, MA
All Filings in IBTM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTM | $703,171 | 30,666 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTM | $473,475 | 20,519 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBTM | $518,273 | 22,407 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTM | $498,069 | 21,627 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBTM | $493,531 | 21,561 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTM | $477,655 | 21,516 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 IBTM | $403,832 | 17,199 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 IBTM | $385,339 | 17,172 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 IBTM | $422,636 | 18,643 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 IBTM | $427,881 | 18,515 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||