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

Integrated Wealth Concepts LLC holds 1.4M shares of BND (VANGUARD BD INDEX FDS), worth $105M as of 2026-Q1. The position was increased (+23.6% shares). BND represents 0.8% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$105M

Current Shares

1.4M

Total Value Change

+$56M

Total Shares Change

+745,183

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+23.6%
$105M0.8%$74.56
51
2025-Q4
Increased
1.2M
+2.4%
$85.5M1.0%$74.02
48
2025-Q3
Increased
1.1M
+3.8%
$83.9M0.7%$73.20
44
2025-Q2
Increased
1.1M
+13.4%
$80M0.8%$71.45
47
2025-Q1
Increased
957,234
+12.7%
$70.3M0.8%$70.73
47
2024-Q4
Increased
849,124
+3.9%
$61.1M0.7%$69.06
43
2024-Q3
Increased
817,328
+20.0%
$61.4M0.7%$71.29
49
2024-Q2
Increased
680,924
+84.3%
$49.1M0.7%$67.61
64

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

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