Ownership history in Integrated Wealth Concepts LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in iShares Trust Ibonds 1-5 Year Tips Ladder Etf (LDRI). 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 | 13,074 | +138 | +1.1% | 0.00% | $336K | $25.11 |
| 2025 Q2 | INITIATED | 12,936 | — | — | 0.00% | $332K | $24.82 |
As of 2025 Q4 — sorted by position size