Integrated Wealth Concepts LLC
Position in QLTA — iShares Aaa - A Rated Corporate Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in QLTA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 QLTA | $4,333,069 | 91,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 QLTA | $4,420,769 | 91,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 QLTA | $6,574,034 | 135,631 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 QLTA | $6,369,082 | 133,133 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 QLTA | $5,652,980 | 118,935 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 QLTA | $6,729,712 | 143,828 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 QLTA | $6,041,960 | 122,929 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 QLTA | $5,290,165 | 112,893 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 QLTA | $3,533,793 | 74,427 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 QLTA | $3,190,537 | 66,290 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 QLTA | $1,259,715 | 27,944 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 QLTA | $1,855,164 | 39,321 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||