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Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Integrated Wealth Concepts’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.11M Buy
177,379
+16,312
+10% +$378K 0.03% 560
2026
Q1 		$3.75M Buy
161,067
+108,772
+208% +$2.54M 0.03% 516
2025
Q4 		$1.22M Buy
52,295
+11,617
+29% +$272K 0.01% 688
2025
Q3 		$955K Buy
40,678
+2,374
+6% +$55.5K 0.01% 1009
2025
Q2 		$894K Sell
38,304
-2,414
-6% -$55.7K 0.01% 986
2025
Q1 		$942K Buy
40,718
+10,382
+34% +$238K 0.01% 856
2024
Q4 		$692K Sell
30,336
-1,374
-4% -$31.7K 0.01% 981
2024
Q3 		$746K Buy
31,710
+7,107
+29% +$165K 0.01% 924
2024
Q2 		$558K Buy
24,603
+297
+1% +$6.7K 0.01% 1002
2024
Q1 		$555K Buy
24,306
+6,826
+39% +$156K 0.01% 1011
2023
Q4 		$403K Buy
17,480
+30
+0.2% +$665 0.01% 1097
2023
Q3 		$382K Buy
17,450
+1,513
+9% +$33.6K 0.01% 1109
2023
Q2 		$358K Buy
+15,937
New +$361K 0.01% 1146

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 10% in Q2 2026, buying an estimated $378K and bringing the position to 177,379 shares worth $4.11M. The position accounts for 0.03% of the portfolio, ranked #560.

Integrated Wealth Concepts first reported a position in IBDU in Q2 2023 and has held it in 13 quarters since. 387 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • Integrated Wealth Concepts held 177,379 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $4.11M as of Q2 2026.
  • Integrated Wealth Concepts bought 16,312 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $378K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #560 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 13 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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