Integrated Wealth Concepts LLC
Position in IBHK — iShares iBonds 2031 Term High Yield and Income ETF
CIK 1737109
WALTHAM, MA
All Filings in IBHK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBHK | $1,373,409 | 53,965 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBHK | $1,195,355 | 46,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 IBHK | $856,139 | 32,796 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBHK | $824,192 | 31,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBHK | $460,762 | 18,126 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBHK | $369,652 | 14,605 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||