Integrated Wealth Concepts
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Integrated Wealth Concepts’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Integrated Wealth Concepts’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.32M Buy
289,705
+19,652
+7% +$496K 0.05% 364
2026
Q1 		$6.84M Buy
270,053
+54,011
+25% +$1.37M 0.05% 329
2025
Q4 		$5.5M Sell
216,042
-19,292
-8% -$491K 0.07% 268
2025
Q3 		$6.01M Buy
235,334
+18,550
+9% +$471K 0.05% 330
2025
Q2 		$5.51M Buy
216,784
+40,066
+23% +$1.01M 0.06% 317
2025
Q1 		$4.46M Buy
176,718
+53,811
+44% +$1.35M 0.05% 347
2024
Q4 		$3.06M Sell
122,907
-5,115
-4% -$128K 0.04% 428
2024
Q3 		$3.27M Buy
128,022
+3,621
+3% +$91.3K 0.04% 400
2024
Q2 		$3.08M Sell
124,401
-14,127
-10% -$348K 0.04% 382
2024
Q1 		$3.45M Sell
138,528
-7,083
-5% -$176K 0.05% 352
2023
Q4 		$3.65M Buy
145,611
+2,691
+2% +$65.4K 0.06% 302
2023
Q3 		$3.43M Sell
142,920
-385
-0.3% -$9.37K 0.06% 295
2023
Q2 		$3.51M Buy
+143,305
New +$3.55M 0.06% 298

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital Advisors Inc
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Integrated Wealth Concepts's IBDT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 7.3% in Q2 2026, buying an estimated $496K and bringing the position to 289,705 shares worth $7.32M. The position accounts for 0.05% of the portfolio, ranked #364.

Integrated Wealth Concepts first reported a position in IBDT in Q2 2023 and has held it in 13 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

  • Integrated Wealth Concepts held 289,705 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $7.32M as of Q2 2026.
  • Integrated Wealth Concepts bought 19,652 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $496K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #364 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.