IWC
IBHM

Integrated Wealth Concepts’s iShares iBonds 2033 Term High Yield and Income ETF IBHM Stock Holding History

Integrated Wealth Concepts’s Portfolio IBHM Stock Details IBHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
+9,000
New +$228K ﹤0.01% 2251

Other funds holding IBHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $231M AUM

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

Integrated Wealth Concepts opened a new position in iShares iBonds 2033 Term High Yield and Income ETF (IBHM) in Q2 2026: 9,000 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #2251 among its holdings.

4 funds tracked by Wall St. Rank hold IBHM as of Q2 2026.

  • Integrated Wealth Concepts held 9,000 shares of iShares iBonds 2033 Term High Yield and Income ETF worth $229K as of Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares iBonds 2033 Term High Yield and Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2251 holding.
  • 4 funds tracked by Wall St. Rank held iShares iBonds 2033 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.