Integrated Wealth Concepts’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

Integrated Wealth Concepts’s Portfolio IBDX Stock Details IBDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Buy	13,276 +761	+6%	+$19.2K	﹤0.01%	1908
2026 Q1	$316K	Sell	12,515 -9,104	-42%	-$232K	﹤0.01%	1824
2025 Q4	$552K	Sell	21,619 -494	-2%	-$12.6K	0.01%	1046
2025 Q3	$567K	Buy	22,113 +1,210	+6%	+$30.7K	0.01%	1277
2025 Q2	$529K	Buy	20,903 +4,171	+25%	+$103K	0.01%	1244
2025 Q1	$418K	Buy	16,732 +1,214	+8%	+$30K	﹤0.01%	1232
2024 Q4	$381K	Hold	15,518	–	–	﹤0.01%	1247
2024 Q3	$399K	Buy	15,518 +932	+6%	+$23.5K	﹤0.01%	1187
2024 Q2	$358K	Buy	14,586 +971	+7%	+$23.7K	﹤0.01%	1215
2024 Q1	$338K	Buy	13,615 +61	+0.5%	+$1.51K	﹤0.01%	1252
2023 Q4	$342K	Buy	+13,554	New	+$323K	0.01%	1197

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 6.1% in Q2 2026, buying an estimated $19.2K and bringing the position to 13,276 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Integrated Wealth Concepts first reported a position in IBDX in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q3 2025. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

Integrated Wealth Concepts held 13,276 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $334K as of Q2 2026.
Integrated Wealth Concepts bought 761 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $19.2K.
iShares iBonds Dec 2032 Term Corporate ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1908 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's iShares iBonds Dec 2032 Term Corporate ETF position peaked at $567K in Q3 2025.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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