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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Integrated Wealth Concepts's IBMQ Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 14% in Q1 2026, buying an estimated $485K and bringing the position to 151,478 shares worth $3.87M. The position accounts for 0.03% of the portfolio, ranked #507.

Integrated Wealth Concepts first reported a position in IBMQ in Q4 2023 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold IBMQ as of Q1 2026.

Integrated Wealth Concepts held 151,478 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $3.87M as of Q1 2026.
Integrated Wealth Concepts bought 18,900 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q1 2026, an estimated $485K.
iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #507 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 10 quarters since.
186 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.