APFP
IBCA

Action Point Financial Planning’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Action Point Financial Planning’s Portfolio IBCA Stock Details IBCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Buy
+19,116
New +$489K 0.05% 266

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's IBCA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 19,116 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #266 among its holdings.

93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Action Point Financial Planning held 19,116 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $490K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #266 holding.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.