CIA
IBCA

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

Capital Investment 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
Q1 		$58.6M Buy
2,285,650
+569,900
+33% +$14.8M 0.86% 37
2025
Q4 		$44.5M Buy
1,715,750
+332,225
+24% +$8.65M 0.68% 43
2025
Q3 		$36M Buy
1,383,525
+355,569
+35% +$9.13M 0.59% 44
2025
Q2 		$26.3M Buy
+1,027,956
New +$25.8M 0.47% 63

Other funds holding IBCA

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 $271M AUM 15.56% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Capital Investment Advisors's IBCA Position: Q1 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 33% in Q1 2026, buying an estimated $14.8M and bringing the position to 2,285,650 shares worth $58.6M. The position accounts for 0.86% of the portfolio, ranked #37.

Capital Investment Advisors first reported a position in IBCA in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Capital Investment Advisors held 2,285,650 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $58.6M as of Q1 2026.
  • Capital Investment Advisors bought 569,900 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $14.8M.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.86% of Capital Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.