Integrated Wealth Concepts’s iShares iBonds Oct 2026 Term TIPS ETF IBIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.6K	Buy	+1,366	New	+$35.5K	﹤0.01%	3634

Other funds holding IBIC

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

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

Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFA

Collaborative Fund Advisors Reno, Nevada $172M AUM

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) in Q2 2026: 1,366 shares worth $35.6K. The stake represents ﹤0.01% of the portfolio and ranks #3634 among its holdings.

31 funds tracked by Wall St. Rank hold IBIC as of Q2 2026.

Integrated Wealth Concepts held 1,366 shares of iShares iBonds Oct 2026 Term TIPS ETF worth $35.6K as of Q2 2026.
iShares iBonds Oct 2026 Term TIPS ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares iBonds Oct 2026 Term TIPS ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3634 holding.
31 funds tracked by Wall St. Rank held iShares iBonds Oct 2026 Term TIPS ETF as of Q2 2026.

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