Ownership history in Integrated Wealth Concepts LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ISHARES IBONDS (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 244,925 | +12,534 | +5.4% | 0.06% | $6.2M | $24.93 |
| 2025 Q2 | ADDED | 232,391 | +29,910 | +14.8% | 0.06% | $5.9M | $24.66 |
| 2025 Q1 | ADDED | 202,481 | +69,399 | +52.1% | 0.06% | $5.1M | $24.38 |
| 2024 Q4 | ADDED | 133,082 | +14,984 | +12.7% | 0.04% | $3.3M | $24.12 |
| 2024 Q3 | ADDED | 118,098 | +30,251 | +34.4% | 0.04% | $3.0M | $23.86 |
| 2024 Q2 | ADDED | 87,847 | +711 | +0.8% | 0.03% | $2.2M | $23.40 |
| 2024 Q1 | ADDED | 87,136 | +1,737 | +2.0% | 0.03% | $2.2M | $23.14 |
| 2023 Q4 | ADDED | 85,399 | +12,670 | +17.4% | 0.03% | $2.1M | $22.95 |
| 2023 Q3 | ADDED | 72,729 | +1,101 | +1.5% | 0.03% | $1.8M | $22.32 |
| 2023 Q2 | REDUCED | 71,628 | -4,080 | -5.4% | 0.03% | $1.7M | $22.15 |
As of 2025 Q4 — sorted by position size