Capital Analysts LLC’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Capital Analysts LLC’s Portfolio IBCB Stock Details IBCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25K	Buy	+1,000	New	+$25.1K	﹤0.01%	1124

Other funds holding IBCB

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

MLA

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Capital Analysts LLC opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q2 2026: 1,000 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

22 funds tracked by Wall St. Rank hold IBCB as of Q2 2026.

Capital Analysts LLC held 1,000 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $25K as of Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF was a new Capital Analysts LLC position in Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1124 holding.
22 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q2 2026.

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