Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.93M	Buy	115,242 +109	+0.1%	+$2.76K	0.02%	700
2026 Q1	$2.92M	Buy	115,133 +11,077	+11%	+$283K	0.02%	617
2025 Q4	$2.65M	Buy	104,056 +62,994	+153%	+$1.6M	0.03%	456
2025 Q3	$1.05M	Buy	41,062 +1,559	+4%	+$39.6K	0.01%	953
2025 Q2	$997K	Buy	39,503 +3	+0%	+$75	0.01%	916
2025 Q1	$989K	Hold	39,500	–	–	0.01%	836
2024 Q4	$987K	Buy	+39,500	New	+$994K	0.01%	814

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 0.09% in Q2 2026, buying an estimated $2.76K and bringing the position to 115,242 shares worth $2.93M. The position accounts for 0.02% of the portfolio, ranked #700.

Integrated Wealth Concepts first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

Integrated Wealth Concepts held 115,242 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $2.93M as of Q2 2026.
Integrated Wealth Concepts bought 109 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $2.76K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #700 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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