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 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 $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 49% in Q1 2026, buying an estimated $234K and bringing the position to 30,666 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #1327.

Integrated Wealth Concepts first reported a position in IBTM in Q4 2023 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Integrated Wealth Concepts held 30,666 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $703K as of Q1 2026.
Integrated Wealth Concepts bought 10,147 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $234K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1327 holding.
Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

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