Integrated Wealth Concepts LLC
Position in TLTW — iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
CIK 1737109
WALTHAM, MA
All Filings in TLTW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TLTW | $2,091,965 | 92,483 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 TLTW | $2,025,677 | 89,355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 TLTW | $1,182,817 | 50,591 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 TLTW | $830,238 | 35,817 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 TLTW | $1,036,240 | 43,069 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 TLTW | $1,276,877 | 54,289 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 TLTW | $1,316,493 | 48,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 TLTW | $1,540,825 | 60,001 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 TLTW | $1,822,461 | 68,257 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 TLTW | $1,512,443 | 55,058 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 TLTW | $764,602 | 26,466 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 TLTW | $728,424 | 21,744 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||