CCM
IBCA

CFO Capital Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

CFO Capital Management’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 		$483K Buy
18,950
+4,300
+29% +$111K 0.4% 70
2025
Q4 		$380K Buy
+14,650
New +$381K 0.28% 84

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 $1.37T AUM 24.88% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $474M AUM 16.74% 1-Year Est. Return

CFO Capital Management's IBCA Position: Q1 2026 in Review

CFO Capital Management increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 29% in Q1 2026, buying an estimated $111K and bringing the position to 18,950 shares worth $483K. The position accounts for 0.4% of the portfolio, ranked #70.

CFO Capital Management first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • CFO Capital Management held 18,950 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $483K as of Q1 2026.
  • CFO Capital Management bought 4,300 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $111K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.4% of CFO Capital Management's portfolio in Q1 2026, its #70 holding.
  • CFO Capital Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.