IWC
IBTP

Integrated Wealth Concepts’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Integrated Wealth Concepts’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67K Buy
+2,638
New +$67K ﹤0.01% 3148

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q2 2026: 2,638 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #3148 among its holdings.

63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Integrated Wealth Concepts held 2,638 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $67K as of Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3148 holding.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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