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13 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES TR 20 YEAR TR BD

Integrated Wealth Concepts LLC holds 229,237 shares of TLTW (ISHARES TR 20 YEAR TR BD), worth $5.1M as of 2026-Q2. The position was increased (+147.9% shares). TLTW represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$5.1M

Current Shares

229,237

Total Value Change

+$4.4M

Total Shares Change

+207,493

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
229,237
+147.9%
$5.1M0.0%$22.05
44
2026-Q1
Increased
92,483
+3.5%
$2.1M0.0%$21.78
27
2025-Q4
Increased
89,355
+76.6%
$2M0.0%$21.47
39
2025-Q3
Increased
50,591
+41.3%
$1.2M0.0%$21.31
34
2025-Q2
Decreased
35,817
-16.8%
$830,2470.0%$20.43
0
2025-Q1
Decreased
43,069
-20.7%
$1M0.0%$20.27
0
2024-Q4
Increased
54,289
+11.3%
$1.3M0.0%$19.28
28
2024-Q3
Decreased
48,759
-18.7%
$1.3M0.0%$20.94
0
2024-Q2
Decreased
60,001
-12.1%
$1.5M0.0%$19.33
0
2024-Q1
Increased
68,257
+24.0%
$1.8M0.0%$19.53
31
2023-Q4
Increased
55,058
+108.0%
$1.5M0.0%$19.71
41
2023-Q3
Increased
26,466
+21.7%
$764,6030.0%$19.29
30
2023-Q2
New
21,744
-
$728,4240.0%$21.63
34

Other major holders of TLTW: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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