IWC
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Integrated Wealth Concepts’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Buy
58,402
+32,532
+126% +$668K 0.01% 1020
2025
Q4 		$531K Sell
25,870
-11,286
-30% -$233K 0.01% 1061
2025
Q3 		$764K Buy
37,156
+10,720
+41% +$219K 0.01% 1126
2025
Q2 		$542K Buy
26,436
+66
+0.3% +$1.34K 0.01% 1226
2025
Q1 		$536K Buy
26,370
+822
+3% +$16.4K 0.01% 1115
2024
Q4 		$506K Buy
25,548
+4,856
+23% +$97.8K 0.01% 1116
2024
Q3 		$431K Buy
20,692
+10
+0% +$205 0.01% 1155
2024
Q2 		$413K Hold
20,682
– – 0.01% 1142
2024
Q1 		$417K Buy
20,682
+74
+0.4% +$1.5K 0.01% 1136
2023
Q4 		$423K Buy
+20,608
New +$407K 0.01% 1078

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 126% in Q1 2026, buying an estimated $668K and bringing the position to 58,402 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1020.

Integrated Wealth Concepts first reported a position in IBTL in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Integrated Wealth Concepts held 58,402 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.19M as of Q1 2026.
  • Integrated Wealth Concepts bought 32,532 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $668K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1020 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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