Addison Advisors’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Addison Advisors’s Portfolio IBCB Stock Details IBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$138K	Buy	+5,834	New	+$143K	0.06%	148

Other funds holding IBCB

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Addison Advisors's IBCB Position: Q3 2026 in Review

Addison Advisors opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q3 2026: 5,834 shares worth $138K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings.

28 funds tracked by Wall St. Rank hold IBCB as of Q3 2026.

Addison Advisors held 5,834 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $138K as of Q3 2026.
iShares iBonds Dec 2036 Term Corporate ETF was a new Addison Advisors position in Q3 2026.
iShares iBonds Dec 2036 Term Corporate ETF made up 0.06% of Addison Advisors's portfolio in Q3 2026, its #148 holding.
28 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.