IWC
IBHI icon

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
Q2 		$2.89M Buy
123,525
+22,748
+23% +$532K 0.02% 703
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

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $520M AUM 21.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds 2029 Term High Yield and Income ETF (IBHI) stake by 23% in Q2 2026, buying an estimated $532K and bringing the position to 123,525 shares worth $2.89M. The position accounts for 0.02% of the portfolio, ranked #703.

Integrated Wealth Concepts first reported a position in IBHI in Q1 2024 and has held it in 10 quarters since. 94 funds tracked by Wall St. Rank hold IBHI as of Q2 2026.

  • Integrated Wealth Concepts held 123,525 shares of iShares iBonds 2029 Term High Yield and Income ETF worth $2.89M as of Q2 2026.
  • Integrated Wealth Concepts bought 22,748 iShares iBonds 2029 Term High Yield and Income ETF shares in Q2 2026, an estimated $532K.
  • iShares iBonds 2029 Term High Yield and Income ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #703 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds 2029 Term High Yield and Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares iBonds 2029 Term High Yield and Income ETF as of Q2 2026.

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