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
Other major holders of BND: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 1.4M |
+23.6% |
| $105M |
| 0.8% |
| $74.56 |
51 |
| 2025-Q4 | Increased | 1.2M | +2.4% | $85.5M | 1.0% | $74.02 | 48 |
| 2025-Q3 | Increased | 1.1M | +3.8% | $83.9M | 0.7% | $73.20 | 44 |
| 2025-Q2 | Increased | 1.1M | +13.4% | $80M | 0.8% | $71.45 | 47 |
| 2025-Q1 | Increased | 957,234 | +12.7% | $70.3M | 0.8% | $70.73 | 47 |
| 2024-Q4 | Increased | 849,124 | +3.9% | $61.1M | 0.7% | $69.06 | 43 |
| 2024-Q3 | Increased | 817,328 | +20.0% | $61.4M | 0.7% | $71.29 | 49 |
| 2024-Q2 | Increased | 680,924 | +84.3% | $49.1M | 0.7% | $67.61 | 64 |