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Ishares Tr ibonds dec 29 shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Ishares Tr ibonds dec 29 (IBDU) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Ishares Tr ibonds dec 29

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All positions including Ishares Tr ibonds dec 29 held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds dec 29 by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $555k 24k 22.82
2023-09-30 $382k 18k 21.90
2023-06-30 $358k 16k 22.45

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Ishares Tr ibonds dec 29

Ameriprise Financial
Capital Advisors
Morgan Stanley
Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Envestnet Asset Management
Royal Bank of Canada
Klingman & Associates
Venture Visionary Partners
UBS Group
Raymond James Financial Services Advisors
Woodmont Investment Counsel
Golub Group
Us Bancorp

View all funds holding Ishares Tr ibonds dec 29