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 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

Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return