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Integrated Wealth Concepts’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Integrated Wealth Concepts’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.2M Buy
296,826
+60,147
+25% +$1.46M 0.06% 315
2025
Q4 		$5.73M Sell
236,679
-1,109
-0.5% -$26.9K 0.07% 261
2025
Q3 		$5.78M Buy
237,788
+43,848
+23% +$1.06M 0.05% 339
2025
Q2 		$4.7M Buy
193,940
+43,142
+29% +$1.04M 0.05% 353
2025
Q1 		$3.65M Buy
150,798
+65,095
+76% +$1.57M 0.04% 388
2024
Q4 		$2.06M Sell
85,703
-2,073
-2% -$50K 0.02% 544
2024
Q3 		$2.13M Buy
87,776
+13,117
+18% +$316K 0.03% 526
2024
Q2 		$1.78M Sell
74,659
-10,257
-12% -$244K 0.02% 548
2024
Q1 		$2.03M Sell
84,916
-8,829
-9% -$210K 0.03% 513
2023
Q4 		$2.24M Sell
93,745
-2,095
-2% -$49.2K 0.04% 440
2023
Q3 		$2.24M Buy
95,840
+1,229
+1% +$28.8K 0.04% 420
2023
Q2 		$2.22M Sell
94,611
-3,565
-4% -$84.2K 0.04% 424
2023
Q1 		$2.33M Sell
98,176
-4,602
-4% -$108K 0.05% 354
2022
Q4 		$2.4M Buy
102,778
+5,467
+6% +$127K 0.07% 282
2022
Q3 		$2.25M Sell
97,311
-6,096
-6% -$145K 0.07% 255
2022
Q2 		$2.46M Buy
+103,407
New +$2.49M 0.08% 238

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.47B AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Integrated Wealth Concepts's IBDR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 25% in Q1 2026, buying an estimated $1.46M and bringing the position to 296,826 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #315.

Integrated Wealth Concepts first reported a position in IBDR in Q2 2022 and has held it in 16 quarters since. 439 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • Integrated Wealth Concepts held 296,826 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $7.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 60,147 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2026, an estimated $1.46M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #315 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2022 and has held it in 16 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.