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IEIIEI
27 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES 3-7 YEAR TREASURY BO

Integrated Wealth Concepts LLC holds 108,291 shares of IEI (ISHARES 3-7 YEAR TREASURY BO), worth $12.7M as of 2026-Q2. The position was increased (+335.0% shares). IEI represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$12.7M

Current Shares

108,291

Total Value Change

+$12.4M

Total Shares Change

+105,914

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
108,291
+335.0%
$12.7M0.1%$116.71
45
2026-Q1
Decreased
24,896
-61.6%
$3M0.0%$116.77
0
2025-Q4
Increased
64,879
+47.5%
$7.7M0.1%$116.82
38
2025-Q3
Increased
43,976
+420.8%
$5.3M0.0%$115.59
44
2025-Q2
Decreased
8,444
-11.9%
$1M0.0%$114.17
0
2025-Q1
Decreased
9,587
-70.8%
$1.1M0.0%$112.27
0
2024-Q4
Decreased
32,814
-4.5%
$3.8M0.0%$109.22
0
2024-Q3
Increased
34,345
+2.7%
$4.1M0.1%$111.83
27
2024-Q2
Increased
33,456
+11.9%
$3.9M0.1%$107.10
30
2024-Q1
Increased
29,884
+326.1%
$3.5M0.1%$106.58
43
2023-Q4
Decreased
7,014
-9.9%
$821,5520.0%$107.27
0
2023-Q3
Increased
7,782
+6.4%
$880,6120.0%$102.65
27
2023-Q2
Decreased
7,315
-3.0%
$843,0760.0%$103.94
0
2023-Q1
Decreased
7,544
-36.4%
$888,0000.0%$105.53
0
2022-Q4
Decreased
11,857
-92.1%
$1.4M0.0%$102.73
0
2022-Q3
Increased
150,699
+1517.5%
$17.2M0.6%$101.55
64
2022-Q2
Decreased
9,317
-46.6%
$1.1M0.0%$105.68
0
2022-Q1
Increased
17,453
+6.8%
$2.1M0.1%$107.82
28
2021-Q4
Increased
16,344
+5.9%
$2.1M0.1%$113.52
28
2021-Q3
Increased
15,429
+59.3%
$2M0.1%$114.57
37
2021-Q2
Increased
9,688
+45.5%
$1.3M0.0%$114.69
34
2021-Q1
Increased
6,657
+16.4%
$865,0000.0%$113.92
29
2020-Q4
Decreased
5,719
-11.6%
$760,0000.0%$116.48
0
2020-Q3
Decreased
6,470
-20.1%
$864,0000.1%$116.70
0
2020-Q2
Decreased
8,094
-93.4%
$1.1M0.1%$116.48
0
2020-Q1
Increased
123,006
+5074.8%
$16.4M1.5%$115.83
72
2019-Q4
New
2,377
-
$299,0000.0%$108.92
32

Other major holders of IEI: JPMORGAN CHASE & CO

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