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Integrated Wealth Concepts’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Integrated Wealth Concepts’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.71M Sell
145,032
-6,446
-4% -$165K 0.02% 601
2026
Q1 		$3.87M Buy
151,478
+18,900
+14% +$485K 0.03% 507
2025
Q4 		$3.39M Buy
132,578
+12,023
+10% +$307K 0.04% 395
2025
Q3 		$3.09M Buy
120,555
+5,527
+5% +$141K 0.03% 522
2025
Q2 		$2.92M Buy
115,028
+3,599
+3% +$90.7K 0.03% 503
2025
Q1 		$2.82M Buy
111,429
+47,836
+75% +$1.21M 0.03% 488
2024
Q4 		$1.6M Buy
63,593
+25,915
+69% +$657K 0.02% 636
2024
Q3 		$966K Buy
37,678
+11,145
+42% +$283K 0.01% 817
2024
Q2 		$664K Buy
26,533
+38
+0.1% +$951 0.01% 931
2024
Q1 		$670K Buy
26,495
+17,247
+186% +$438K 0.01% 924
2023
Q4 		$237K Buy
+9,248
New +$230K ﹤0.01% 1385

Other funds holding IBMQ

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
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 4.3% in Q2 2026, selling an estimated $165K and leaving 145,032 shares worth $3.71M. The position accounts for 0.02% of the portfolio, ranked #601.

Integrated Wealth Concepts first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q1 2026. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Integrated Wealth Concepts held 145,032 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.71M as of Q2 2026.
  • Integrated Wealth Concepts sold 6,446 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $165K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #601 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $3.87M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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