Integrated Wealth Concepts’s iShares iBonds Oct 2028 Term TIPS ETF IBIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.2K	Buy	+1,340	New	+$35.3K	﹤0.01%	3644

Other funds holding IBIE

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

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

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

CTC

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

SRPTWM

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds Oct 2028 Term TIPS ETF (IBIE) in Q2 2026: 1,340 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #3644 among its holdings.

37 funds tracked by Wall St. Rank hold IBIE as of Q2 2026.

Integrated Wealth Concepts held 1,340 shares of iShares iBonds Oct 2028 Term TIPS ETF worth $35.2K as of Q2 2026.
iShares iBonds Oct 2028 Term TIPS ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares iBonds Oct 2028 Term TIPS ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3644 holding.
37 funds tracked by Wall St. Rank held iShares iBonds Oct 2028 Term TIPS ETF as of Q2 2026.

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