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12 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES GOVERNMENT/CREDIT BOND ETF

Integrated Wealth Concepts LLC holds 2,938 shares of GBF (ISHARES GOVERNMENT/CREDIT BOND ETF), worth $305,058 as of 2026-Q2. The position was increased (+9.9% shares). GBF represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$305,058

Current Shares

2,938

Total Value Change

-$220,364

Total Shares Change

-2,313

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,938
+9.9%
$305,0580.0%$103.50
26
2026-Q1
New
2,674
-
$278,5220.0%$102.86
32
2025-Q4
Exited
0
-100.0%
$00.0%$102.76
0
2025-Q3
Decreased
2,885
-2.8%
$303,9940.0%$102.15
0
2025-Q2
Decreased
2,969
-6.9%
$310,1220.0%$100.30
0
2025-Q1
Unchanged
3,189
0.0%
$332,1090.0%$99.07
0
2024-Q4
Decreased
3,189
-0.5%
$326,0410.0%$96.57
0
2024-Q3
Decreased
3,205
-6.6%
$342,3800.0%$99.67
0
2024-Q2
Decreased
3,433
-22.8%
$352,5490.0%$94.92
0
2024-Q1
Decreased
4,446
-12.8%
$460,2510.0%$94.71
0
2023-Q4
Decreased
5,098
-2.9%
$536,4420.0%$95.62
0
2023-Q3
New
5,251
-
$525,4220.0%$89.74
33

Other major holders of GBF: ASSETMARK, INC

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