GBF β€” ISHARES GOVERNMENT

Ownership history in Integrated Wealth Concepts LLC  Β·  9 quarters on record

AI Ownership Summary

Integrated Wealth Concepts LLC reported ISHARES GOVERNMENT (GBF) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows GBF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrated Wealth Concepts LLC's position in ISHARES GOVERNMENT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GBF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrated Wealth Concepts LLC held GBF β€” position size vs. price
% of Fund (quarterly)    GBF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,885 -84 -2.8% 0.00% $304K 2025-11-14 $103.42
2025 Q2 REDUCED 2,969 -220 -6.9% 0.00% $310K 2025-08-14 $101.69
2025 Q1 UNCHANGED 3,189 β€” 0% 0.00% $332K 2025-05-15 $99.32
2024 Q4 REDUCED 3,189 -16 -0.5% 0.00% $326K 2025-02-14 $98.53
2024 Q3 REDUCED 3,205 -228 -6.6% 0.00% $342K 2024-11-14 $97.71
2024 Q2 REDUCED 3,433 -1,013 -22.8% 0.00% $353K 2024-08-14 $99.32
2024 Q1 REDUCED 4,446 -652 -12.8% 0.01% $460K 2024-05-15 $95.49
2023 Q4 REDUCED 5,098 -153 -2.9% 0.01% $536K 2024-02-13 $94.43
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Integrated Wealth Concepts LLC and GBF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrated Wealth Concepts LLC reported owning GBF?

Integrated Wealth Concepts LLC reported GBF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GBF position in Integrated Wealth Concepts LLC's portfolio?

The largest reported portfolio weight for GBF was 0.01% in 2023 Q4.

What is the latest reported GBF position on this page?

The most recent filing on this page is 2025 Q3, when Integrated Wealth Concepts LLC reported 2,885 shares, equal to 0.00% of portfolio, with an estimated market value of $304K.

What does the chart on this GBF ownership page compare?

The chart compares Integrated Wealth Concepts LLC's quarterly GBF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Integrated Wealth Concepts LLC Holdings