Integrated Wealth Concepts
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Integrated Wealth Concepts’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.4M Buy
966,839
+156,891
+19% +$3.48M 0.14% 149
2026
Q1 		$18M Buy
809,948
+221,499
+38% +$4.95M 0.14% 138
2025
Q4 		$13.2M Buy
588,449
+150,727
+34% +$3.37M 0.16% 129
2025
Q3 		$9.8M Buy
437,722
+97,565
+29% +$2.18M 0.09% 221
2025
Q2 		$7.61M Buy
340,157
+114,482
+51% +$2.54M 0.08% 245
2025
Q1 		$5.02M Buy
225,675
+110,774
+96% +$2.44M 0.06% 312
2024
Q4 		$2.52M Buy
114,901
+41,756
+57% +$921K 0.03% 487
2024
Q3 		$1.65M Buy
73,145
+22,855
+45% +$509K 0.02% 597
2024
Q2 		$1.1M Buy
50,290
+2,797
+6% +$60.7K 0.02% 717
2024
Q1 		$1.04M Buy
47,493
+17,106
+56% +$376K 0.02% 735
2023
Q4 		$675K Buy
30,387
+15,749
+108% +$342K 0.01% 881
2023
Q3 		$315K Buy
14,638
+2,323
+19% +$50.6K 0.01% 1204
2023
Q2 		$271K Buy
+12,315
New +$275K ﹤0.01% 1273

Other funds holding IBTI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 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
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 19% in Q2 2026, buying an estimated $3.48M and bringing the position to 966,839 shares worth $21.4M. The position accounts for 0.14% of the portfolio, ranked #149.

Integrated Wealth Concepts first reported a position in IBTI in Q2 2023 and has held it in 13 quarters since. 258 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Integrated Wealth Concepts held 966,839 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $21.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 156,891 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $3.48M.
  • iShares iBonds Dec 2028 Term Treasury ETF made up 0.14% of Integrated Wealth Concepts's portfolio in Q2 2026, its #149 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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