CWMS
IBCA

CFG Wealth Management Services’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

CFG Wealth Management Services’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 		$770K Hold
30,042
– – 0.72% 21
2026
Q1 		$770K Buy
30,042
+7,820
+35% +$203K 0.7% 21
2025
Q4 		$576K Buy
+22,222
New +$579K 0.53% 26

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 $103B AUM 28.65% 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

CFG Wealth Management Services's IBCA Position: Q2 2026 in Review

CFG Wealth Management Services held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q2 2026 at 30,042 shares worth $770K. The position accounts for 0.72% of the portfolio, ranked #21.

CFG Wealth Management Services first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • CFG Wealth Management Services held 30,042 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $770K as of Q2 2026.
  • CFG Wealth Management Services left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.72% of CFG Wealth Management Services's portfolio in Q2 2026, its #21 holding.
  • CFG Wealth Management Services first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.