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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 208% in Q1 2026, buying an estimated $2.54M and bringing the position to 161,067 shares worth $3.75M. The position accounts for 0.03% of the portfolio, ranked #516.

Integrated Wealth Concepts first reported a position in IBDU in Q2 2023 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold IBDU as of Q1 2026.

Integrated Wealth Concepts held 161,067 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.75M as of Q1 2026.
Integrated Wealth Concepts bought 108,772 iShares iBonds Dec 2029 Term Corporate ETF shares in Q1 2026, an estimated $2.54M.
iShares iBonds Dec 2029 Term Corporate ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #516 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2023 and has held it in 12 quarters since.
383 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q1 2026.

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