BA
IBCA

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

Ballast 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 		– Sell
-1,181
Closed -$30.3K – 399
2026
Q1 		$30.3K Buy
+1,181
New +$30.6K 0.01% 257

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 $104B AUM 28.3% 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

Ballast Advisors's IBCA Position: Q2 2026 in Review

Ballast Advisors sold out of iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026, closing a stake of 1,181 shares — an estimated $30.3K sold.

Ballast Advisors first reported a position in IBCA in Q1 2026 and held it in 1 quarter. The position peaked at $30.3K in Q1 2026. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Ballast Advisors reported no remaining iShares iBonds Dec 2035 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 1,181 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $30.3K.
  • Ballast Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $30.3K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.