Integrated Wealth Concepts’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$618K	Sell	27,249 -3,417	-11%	-$77.7K	﹤0.01%	1525
2026 Q1	$703K	Buy	30,666 +10,147	+49%	+$234K	0.01%	1327
2025 Q4	$473K	Sell	20,519 -1,888	-8%	-$43.8K	0.01%	1125
2025 Q3	$518K	Buy	22,407 +780	+4%	+$17.9K	﹤0.01%	1320
2025 Q2	$498K	Buy	21,627 +66	+0.3%	+$1.5K	0.01%	1274
2025 Q1	$494K	Buy	21,561 +45	+0.2%	+$1.01K	0.01%	1142
2024 Q4	$478K	Buy	21,516 +4,317	+25%	+$97.8K	0.01%	1146
2024 Q3	$404K	Buy	17,199 +27	+0.2%	+$625	﹤0.01%	1177
2024 Q2	$385K	Sell	17,172 -1,471	-8%	-$32.7K	0.01%	1172
2024 Q1	$423K	Buy	18,643 +128	+0.7%	+$2.91K	0.01%	1131
2023 Q4	$428K	Buy	+18,515	New	+$411K	0.01%	1073

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Integrated Wealth Concepts reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 11% in Q2 2026, selling an estimated $77.7K and leaving 27,249 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Integrated Wealth Concepts first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $703K in Q1 2026. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Integrated Wealth Concepts held 27,249 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $618K as of Q2 2026.
Integrated Wealth Concepts sold 3,417 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $77.7K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1525 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Integrated Wealth Concepts's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $703K in Q1 2026.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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