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
Q2 		$4.03M Sell
157,496
-25,485
-14% -$652K 0.04% 402
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 $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

Benjamin Edwards Inc's IBCA Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 14% in Q2 2026, selling an estimated $652K and leaving 157,496 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #402.

Benjamin Edwards Inc first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.69M in Q1 2026. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Benjamin Edwards Inc held 157,496 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $4.03M as of Q2 2026.
  • Benjamin Edwards Inc sold 25,485 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $652K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #402 holding.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $4.69M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.