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30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD TOTAL BOND MARKET

Integrated Wealth Concepts LLC holds 1.5M shares of BND (VANGUARD TOTAL BOND MARKET), worth $209.9M as of 2026-Q2. The position was increased (+3.0% shares). BND represents 1.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$209.9M

Current Shares

1.5M

Total Value Change

+$199.9M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+3.0%
$209.9M1.0%$72.91
50
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%$66.99
44
2019-Q1
New
123,148
-
$10M1.7%$65.00
63

Other major holders of BND: JPMORGAN CHASE & CO, Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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