Integrated Wealth Concepts’s iShares iBonds 2029 Term High Yield and Income ETF IBHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.35M	Buy	100,777 +13,480	+15%	+$317K	0.02%	699
2025 Q4	$2.06M	Buy	87,297 +12,955	+17%	+$306K	0.02%	519
2025 Q3	$1.77M	Buy	74,342 +5,200	+8%	+$123K	0.02%	722
2025 Q2	$1.64M	Buy	69,142 +17,167	+33%	+$397K	0.02%	691
2025 Q1	$1.21M	Buy	51,975 +9,443	+22%	+$222K	0.01%	754
2024 Q4	$997K	Buy	42,532 +6,071	+17%	+$144K	0.01%	807
2024 Q3	$872K	Buy	36,461 +4,376	+14%	+$103K	0.01%	861
2024 Q2	$742K	Buy	32,085 +15,527	+94%	+$357K	0.01%	883
2024 Q1	$387K	Buy	+16,558	New	+$383K	0.01%	1175

Other funds holding IBHI

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return