Integrated Wealth Concepts LLC
Position in LQDB — iShares BBB Rated Corporate Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in LQDB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 LQDB | $695,484 | 8,055 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 LQDB | $655,502 | 7,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 LQDB | $650,889 | 7,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 LQDB | $611,932 | 7,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 LQDB | $597,783 | 6,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 LQDB | $564,718 | 6,650 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 LQDB | $544,336 | 6,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 LQDB | $500,626 | 5,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 LQDB | $446,004 | 5,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 LQDB | $437,809 | 5,050 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||