IWC
IBHL

Integrated Wealth Concepts’s iShares iBonds 2032 Term High Yield and Income ETF IBHL Stock Holding History

Integrated Wealth Concepts’s Portfolio IBHL Stock Details IBHL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$902K Buy
+35,490
New +$901K ﹤0.01% 1399

Other funds holding IBHL

LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 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
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CB
CNB Bank Clearfield, Pennsylvania $257M AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds 2032 Term High Yield and Income ETF (IBHL) in Q2 2026: 35,490 shares worth $902K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings.

12 funds tracked by Wall St. Rank hold IBHL as of Q2 2026.

  • Integrated Wealth Concepts held 35,490 shares of iShares iBonds 2032 Term High Yield and Income ETF worth $902K as of Q2 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares iBonds 2032 Term High Yield and Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1399 holding.
  • 12 funds tracked by Wall St. Rank held iShares iBonds 2032 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.