Ownership history in Integrated Wealth Concepts LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ISHARES IBONDS (IBMN). 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 | REDUCED | 307,402 | -26,711 | -8.0% | 0.07% | $8.2M | $26.63 |
| 2025 Q2 | REDUCED | 334,113 | -5,989 | -1.8% | 0.09% | $8.9M | $26.46 |
| 2025 Q1 | ADDED | 340,102 | +18,471 | +5.7% | 0.11% | $9.1M | $26.30 |
| 2024 Q4 | ADDED | 321,631 | +56,718 | +21.4% | 0.10% | $8.6M | $26.08 |