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Ishares Tr ibonds etf shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf 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 etf by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 113k 23.80
2023-09-30 $2.9M 126k 23.14
2023-06-30 $3.2M 137k 23.48

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 etf

Bank of America Corporation
Shufro Rose & Co
Ameriprise Financial
Capital Advisors
Morgan Stanley
UBS Group
Capital Investment Advisors
Mercer Global Advisors
Envestnet Asset Management
Royal Bank of Canada
Aptus Capital Advisors
Miracle Mile Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
LPL Financial

View all funds holding Ishares Tr ibonds etf