Integrated Wealth Concepts
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 		$277K Sell
11,482
-3,178
-22% -$76.8K ﹤0.01% 2024
2026
Q1 		$358K Buy
+14,660
New +$360K ﹤0.01% 1748

Other funds holding IBTO

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 22% in Q2 2026, selling an estimated $76.8K and leaving 11,482 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Integrated Wealth Concepts first reported a position in IBTO in Q1 2026 and has held it in 2 quarters since. The position peaked at $358K in Q1 2026. 84 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Integrated Wealth Concepts held 11,482 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $277K as of Q2 2026.
  • Integrated Wealth Concepts sold 3,178 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $76.8K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2024 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.
  • Integrated Wealth Concepts's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $358K in Q1 2026.
  • 84 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.