Ownership history in Integrated Wealth Concepts LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in ISHARES IBONDS (IBTF). 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 | 1,114,964 | -34,194 | -3.0% | 0.23% | $26.1M | $23.13 |
| 2025 Q2 | REDUCED | 1,149,158 | -14,560 | -1.3% | 0.27% | $26.8M | $22.88 |
| 2025 Q1 | REDUCED | 1,163,718 | -88,088 | -7.0% | 0.32% | $27.2M | $22.65 |
| 2024 Q4 | ADDED | 1,251,806 | +148,315 | +13.4% | 0.34% | $29.2M | $22.44 |
| 2024 Q3 | ADDED | 1,103,491 | +162,604 | +17.3% | 0.31% | $25.8M | $22.22 |
| 2024 Q2 | ADDED | 940,887 | +125,640 | +15.4% | 0.30% | $21.8M | $21.79 |
| 2024 Q1 | ADDED | 815,247 | +237,776 | +41.2% | 0.27% | $18.9M | $21.56 |
| 2023 Q4 | ADDED | 577,471 | +150,681 | +35.3% | 0.22% | $13.4M | $21.46 |
| 2023 Q3 | ADDED | 426,790 | +61,937 | +17.0% | 0.17% | $9.9M | $20.97 |
| 2023 Q2 | ADDED | 364,853 | +40,940 | +12.6% | 0.14% | $8.4M | $20.81 |
As of 2025 Q4 — sorted by position size