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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.09M	Buy
2025 Q2	$2.92M	Buy
2025 Q1	$2.82M	Buy
2024 Q4	$1.6M	Buy
2024 Q3	$966K	Buy
2024 Q2	$664K	Buy
2024 Q1	$670K	Buy
2023 Q4	$237K	Buy