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Integrated Wealth Concepts’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Integrated Wealth Concepts’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.13M Sell
201,861
-5,244
-3% -$133K 0.03% 468
2026
Q1 		$5.27M Buy
207,105
+3,215
+2% +$81.8K 0.04% 408
2025
Q4 		$5.18M Buy
203,890
+2,435
+1% +$61.8K 0.06% 283
2025
Q3 		$5.13M Buy
201,455
+406
+0.2% +$10.3K 0.05% 372
2025
Q2 		$5.1M Buy
201,049
+8,812
+5% +$222K 0.05% 327
2025
Q1 		$4.86M Buy
192,237
+18,022
+10% +$455K 0.06% 319
2024
Q4 		$4.38M Buy
174,215
+62,462
+56% +$1.58M 0.05% 327
2024
Q3 		$2.84M Buy
111,753
+26,270
+31% +$664K 0.03% 445
2024
Q2 		$2.14M Buy
85,483
+5,064
+6% +$127K 0.03% 496
2024
Q1 		$2.02M Buy
80,419
+26,812
+50% +$678K 0.03% 515
2023
Q4 		$1.36M Buy
53,607
+23,864
+80% +$593K 0.02% 610
2023
Q3 		$728K Sell
29,743
-8,982
-23% -$224K 0.01% 825
2023
Q2 		$971K Buy
+38,725
New +$975K 0.02% 694

Other funds holding IBMP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 2.5% in Q2 2026, selling an estimated $133K and leaving 201,861 shares worth $5.13M. The position accounts for 0.03% of the portfolio, ranked #468.

Integrated Wealth Concepts first reported a position in IBMP in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.27M in Q1 2026. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

  • Integrated Wealth Concepts held 201,861 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $5.13M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,244 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #468 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $5.27M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

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