Integrated Wealth Concepts’s iShares iBonds 2027 Term High Yield and Income ETF IBHG Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.3M	Buy
2025 Q2	$1.27M	Buy
2025 Q1	$1.24M	Buy
2024 Q4	$1.02M	Sell
2024 Q3	$1.06M	Buy
2024 Q2	$1M	Buy
2024 Q1	$930K	Buy
2023 Q4	$530K	Buy
2023 Q3	$479K	Buy
2023 Q2	$235K	Buy