Back to IW Integrated Wealth Concepts LLC

BNDBND
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD BD INDEX FDS

Yes. Integrated Wealth Concepts holds 2,125,099 shares of BND, worth $156M, as of its Q2 2026 13F filing. It increased the position by 698,992 shares (+49.0%) from Q1 2026. Integrated Wealth Concepts has held BND in every 13F on record since Q1 2019, 30 quarterly filings. BND is 1.0% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$156M

Current Shares

2.1M

Total Value Change

+$146M

Total Shares Change

+2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+49.0%
$156M1.0%$72.40
66
2026-Q1
Increased
1.4M
+23.6%
$105M0.8%$72.41
51
2025-Q4
Increased
1.2M
+2.4%
$85.5M1.0%$72.37
48
2025-Q3
Increased
1.1M
+3.8%
$83.9M0.7%$71.72
44
2025-Q2
Increased
1.1M
+13.4%
$80M0.8%$70.32
47
2025-Q1
Increased
957,234
+12.7%
$70.3M0.8%$69.46
47
2024-Q4
Increased
849,124
+3.9%
$61.1M0.7%$67.58
43
2024-Q3
Increased
817,328
+20.0%
$61.4M0.7%$69.72
49
2024-Q2
Increased
680,924
+84.3%
$49.1M0.7%$66.27
64
2024-Q1
Increased
369,420
+43.3%
$26.8M0.4%$66.20
46
2023-Q4
Increased
257,887
+6.6%
$19M0.3%$66.66
36
2023-Q3
Increased
241,821
+26.2%
$16.9M0.3%$62.53
42
2023-Q2
Increased
191,566
+8.2%
$13.9M0.2%$64.62
36
2023-Q1
Increased
177,071
+17.2%
$13.1M0.3%$65.14
39
2022-Q4
Decreased
151,054
-1.9%
$10.9M0.3%$63.09
0
2022-Q3
Decreased
154,063
-4.7%
$11M0.4%$62.08
0
2022-Q2
Decreased
161,621
-1.5%
$12.2M0.4%$65.10
0
2022-Q1
Decreased
164,044
-14.0%
$13M0.4%$68.37
0
2021-Q4
Increased
190,831
+5.5%
$16.2M0.5%$72.61
36
2021-Q3
Increased
180,929
+2.4%
$15.5M0.5%$72.64
41
2021-Q2
Increased
176,682
+6.8%
$15.2M0.5%$72.68
42
2021-Q1
Decreased
165,494
-0.9%
$14M0.6%$71.30
0
2020-Q4
Increased
167,019
+9.5%
$14.7M0.7%$73.99
43
2020-Q3
Increased
152,490
+0.8%
$13.5M0.8%$73.40
40
2020-Q2
Decreased
151,234
-12.3%
$13.4M1.0%$73.11
0
2020-Q1
Increased
172,544
+11.5%
$14.7M1.4%$70.20
49
2019-Q4
Increased
154,753
+7.8%
$13M1.1%$68.69
48
2019-Q3
Increased
143,624
+15.1%
$12.1M1.4%$68.56
50
2019-Q2
Increased
124,837
+1.4%
$10.1M1.3%$66.52
44
2019-Q1
First report
123,148
-
$10M1.7%$64.54
0

Other major holders of BND: JPMORGAN CHASE & CO, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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