IWC
IBHK

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
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 $1.64B AUM 15.26% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KTM
Keeler Thomas Management Orem, Utah $282M AUM 12.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Integrated Wealth Concepts's IBHK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds 2031 Term High Yield and Income ETF (IBHK) stake by 17% in Q1 2026, buying an estimated $199K and bringing the position to 53,965 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #942.

Integrated Wealth Concepts first reported a position in IBHK in Q4 2024 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold IBHK as of Q1 2026.

  • Integrated Wealth Concepts held 53,965 shares of iShares iBonds 2031 Term High Yield and Income ETF worth $1.37M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,723 iShares iBonds 2031 Term High Yield and Income ETF shares in Q1 2026, an estimated $199K.
  • iShares iBonds 2031 Term High Yield and Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #942 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 6 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds 2031 Term High Yield and Income ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.