Capital Analysts LLC’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Capital Analysts LLC’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	$25K	Buy	+980	New	+$25.1K	﹤0.01%	1123

Other funds holding IBCA

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Analysts LLC's IBCA Position: Q2 2026 in Review

Capital Analysts LLC opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 980 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1123 among its holdings.

93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Capital Analysts LLC held 980 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $25K as of Q2 2026.
iShares iBonds Dec 2035 Term Corporate ETF was a new Capital Analysts LLC position in Q2 2026.
iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1123 holding.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.