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RSBTRSBT
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in RETURN STACKED BONDS & MANAGED FUTURES ETF

Integrated Wealth Concepts LLC holds 403,254 shares of RSBT (RETURN STACKED BONDS & MANAGED FUTURES ETF), worth $7.7M as of 2026-Q2. The position was increased (+6.6% shares). RSBT represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$7.7M

Current Shares

403,254

Total Value Change

+$4M

Total Shares Change

+190,364

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
403,254
+6.6%
$7.7M0.0%$19.04
29
2026-Q1
Decreased
378,380
-9.6%
$7.1M0.1%$19.10
0
2025-Q4
Increased
418,615
+35.1%
$7.5M0.1%$18.24
35
2025-Q3
Increased
309,908
+12.8%
$5.4M0.0%$16.83
30
2025-Q2
Increased
274,722
+1.4%
$4.5M0.0%$15.68
27
2025-Q1
Decreased
270,895
-19.8%
$4.6M0.1%$16.36
0
2024-Q4
Increased
337,650
+7.7%
$5.7M0.1%$16.21
29
2024-Q3
Increased
313,476
+3.0%
$5.7M0.1%$17.77
28
2024-Q2
Increased
304,207
+31.7%
$5.6M0.1%$17.76
34
2024-Q1
Increased
230,937
+8.5%
$4.2M0.1%$17.60
29
2023-Q4
New
212,890
-
$3.7M0.1%$16.73
37

Other major holders of RSBT: MATHER GROUP, LLC., ENVESTNET ASSET MANAGEMENT INC, MML INVESTORS SERVICES, LLC

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