BEI
IBCA

Benjamin Edwards Inc’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Benjamin Edwards Inc’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
Q1 		$4.69M Buy
182,981
+15,356
+9% +$398K 0.05% 351
2025
Q4 		$4.35M Buy
+167,625
New +$4.36M 0.05% 338

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $422M AUM 16.47% 1-Year Est. Return

Benjamin Edwards Inc's IBCA Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 9.2% in Q1 2026, buying an estimated $398K and bringing the position to 182,981 shares worth $4.69M. The position accounts for 0.05% of the portfolio, ranked #351.

Benjamin Edwards Inc first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Benjamin Edwards Inc held 182,981 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.69M as of Q1 2026.
  • Benjamin Edwards Inc bought 15,356 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $398K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #351 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.