IWC
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.62M Buy
73,137
+1,032
+1% +$22.9K 0.01% 852
2025
Q4 		$1.61M Buy
72,105
+14,193
+25% +$317K 0.02% 589
2025
Q3 		$1.3M Buy
57,912
+1,531
+3% +$34.4K 0.01% 852
2025
Q2 		$1.27M Buy
56,381
+1,022
+2% +$22.7K 0.01% 800
2025
Q1 		$1.24M Buy
55,359
+9,696
+21% +$217K 0.01% 733
2024
Q4 		$1.02M Sell
45,663
-1,194
-3% -$26.7K 0.01% 800
2024
Q3 		$1.06M Buy
46,857
+1,254
+3% +$27.9K 0.01% 779
2024
Q2 		$1M Buy
45,603
+3,835
+9% +$84.4K 0.01% 758
2024
Q1 		$930K Buy
41,768
+17,918
+75% +$398K 0.01% 782
2023
Q4 		$530K Buy
23,850
+1,590
+7% +$34.4K 0.01% 975
2023
Q3 		$479K Buy
22,260
+11,500
+107% +$249K 0.01% 999
2023
Q2 		$235K Buy
+10,760
New +$233K ﹤0.01% 1345

Other funds holding IBHG

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return