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

Aptus Capital 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 Q3	$21M	Buy	+874,083	New	+$21.8M	0.13%	126

Other funds holding IBCA

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Aptus Capital Advisors's IBCA Position: Q3 2026 in Review

Aptus Capital Advisors opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q3 2026: 874,083 shares worth $21M. The stake represents 0.13% of the portfolio and ranks #126 among its holdings.

86 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

Aptus Capital Advisors held 874,083 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $21M as of Q3 2026.
iShares iBonds Dec 2035 Term Corporate ETF was a new Aptus Capital Advisors position in Q3 2026.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.13% of Aptus Capital Advisors's portfolio in Q3 2026, its #126 holding.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.