Integrated Wealth Concepts’s iShares iBonds 2031 Term High Yield and Income ETF IBHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07M	Buy	80,270 +26,305	+49%	+$676K	0.01%	824
2026 Q1	$1.37M	Buy	53,965 +7,723	+17%	+$199K	0.01%	942
2025 Q4	$1.2M	Buy	46,242 +13,446	+41%	+$348K	0.01%	697
2025 Q3	$856K	Buy	32,796 +1,034	+3%	+$26.8K	0.01%	1070
2025 Q2	$824K	Buy	31,762 +13,636	+75%	+$345K	0.01%	1026
2025 Q1	$461K	Buy	18,126 +3,521	+24%	+$90K	0.01%	1180
2024 Q4	$370K	Buy	+14,605	New	+$375K	﹤0.01%	1260

Other funds holding IBHK

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

SPWM

Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $231M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $390M AUM

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

Integrated Wealth Concepts increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 49% in Q2 2026, buying an estimated $676K and bringing the position to 80,270 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #824.

Integrated Wealth Concepts first reported a position in IBHK in Q4 2024 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold IBHK as of Q2 2026.

Integrated Wealth Concepts held 80,270 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $2.07M as of Q2 2026.
Integrated Wealth Concepts bought 26,305 iShares iBonds 2031 Term High Yield and Income ETF shares in Q2 2026, an estimated $676K.
iShares iBonds 2031 Term High Yield and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #824 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds 2031 Term High Yield and Income ETF in Q4 2024 and has held it in 7 quarters since.
32 funds tracked by Wall St. Rank held iShares iBonds 2031 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.