Addison Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Addison Advisors’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	$2.59M	Sell	101,327 -84,679	-46%	-$2.17M	1.23%	24
2026 Q1	$4.77M	Buy	186,006 +42,728	+30%	+$1.11M	1.05%	24
2025 Q4	$3.72M	Buy	143,278 +114,915	+405%	+$2.99M	0.84%	31
2025 Q3	$739K	Buy	28,363 +27,128	+2,197%	+$697K	0.17%	98
2025 Q2	$31.7K	Buy	+1,235	New	+$31K	0.01%	469

Other funds holding IBCA

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Addison Advisors's IBCA Position: Q2 2026 in Review

Addison Advisors reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 46% in Q2 2026, selling an estimated $2.17M and leaving 101,327 shares worth $2.59M. The position accounts for 1.23% of the portfolio, ranked #24.

Addison Advisors first reported a position in IBCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.77M in Q1 2026. 94 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Addison Advisors held 101,327 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.59M as of Q2 2026.
Addison Advisors sold 84,679 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $2.17M.
iShares iBonds Dec 2035 Term Corporate ETF made up 1.23% of Addison Advisors's portfolio in Q2 2026, its #24 holding.
Addison Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
Addison Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $4.77M in Q1 2026.
94 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.