Integrated Wealth Concepts’s iShares iBonds Oct 2029 Term TIPS ETF IBIF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.1K	Buy	+1,336	New	+$35.2K	﹤0.01%	3647

Other funds holding IBIF

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

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

CTC

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

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

IFG Advisory Atlanta, Georgia $2.85B AUM 26.07% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds Oct 2029 Term TIPS ETF (IBIF) in Q2 2026: 1,336 shares worth $35.1K. The stake represents ﹤0.01% of the portfolio and ranks #3647 among its holdings.

27 funds tracked by Wall St. Rank hold IBIF as of Q2 2026.

Integrated Wealth Concepts held 1,336 shares of iShares iBonds Oct 2029 Term TIPS ETF worth $35.1K as of Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares iBonds Oct 2029 Term TIPS ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3647 holding.
27 funds tracked by Wall St. Rank held iShares iBonds Oct 2029 Term TIPS ETF as of Q2 2026.

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