IWC
IBTO icon

Integrated Wealth Concepts’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Buy
15,733
+1,073
+7% +$25.9K ﹤0.01% 1936
2026
Q1 		$358K Buy
+14,660
New +$360K ﹤0.01% 1748

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

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

Integrated Wealth Concepts increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 7.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 15,733 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Integrated Wealth Concepts first reported a position in IBTO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Integrated Wealth Concepts held 15,733 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $380K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,073 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $25.9K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1936 holding.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

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