Integrated Wealth Concepts
IBTJ icon

Integrated Wealth Concepts’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Buy
561,142
+217,198
+63% +$4.71M 0.08% 241
2026
Q1 		$7.51M Buy
343,944
+188,824
+122% +$4.14M 0.06% 303
2025
Q4 		$3.4M Buy
155,120
+78,977
+104% +$1.74M 0.04% 394
2025
Q3 		$1.67M Buy
76,143
+6,942
+10% +$152K 0.01% 744
2025
Q2 		$1.52M Buy
69,201
+193
+0.3% +$4.2K 0.02% 729
2025
Q1 		$1.5M Buy
69,008
+21,008
+44% +$451K 0.02% 660
2024
Q4 		$1.02M Buy
48,000
+14,503
+43% +$313K 0.01% 799
2024
Q3 		$740K Buy
33,497
+18,644
+126% +$407K 0.01% 926
2024
Q2 		$317K Buy
14,853
+29
+0.2% +$615 ﹤0.01% 1288
2024
Q1 		$319K Buy
14,824
+977
+7% +$21.1K ﹤0.01% 1291
2023
Q4 		$302K Buy
13,847
+2,943
+27% +$62.3K ﹤0.01% 1265
2023
Q3 		$229K Hold
10,904
– – ﹤0.01% 1355
2023
Q2 		$236K Buy
+10,904
New +$240K ﹤0.01% 1342

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 63% in Q2 2026, buying an estimated $4.71M and bringing the position to 561,142 shares worth $12.1M. The position accounts for 0.08% of the portfolio, ranked #241.

Integrated Wealth Concepts first reported a position in IBTJ in Q2 2023 and has held it in 13 quarters since. 217 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Integrated Wealth Concepts held 561,142 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $12.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 217,198 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $4.71M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q2 2026, its #241 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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