Integrated Wealth Concepts’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$116K	Buy	+4,635	New	+$116K	﹤0.01%	2701

Other funds holding IBTQ

CIM

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWP

Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026: 4,635 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #2701 among its holdings.

48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

Integrated Wealth Concepts held 4,635 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $116K as of Q2 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2701 holding.
48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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