Commonwealth Equity Services’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Commonwealth Equity 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	$1.34M	Buy	52,166 +4,295	+9%	+$110K	﹤0.01%	2478
2026 Q1	$1.23M	Buy	47,871 +16,331	+52%	+$423K	﹤0.01%	2428
2025 Q4	$818K	Buy	31,540 +12,949	+70%	+$337K	﹤0.01%	2753
2025 Q3	$484K	Buy	+18,591	New	+$478K	﹤0.01%	3202

Other funds holding IBCA

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

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

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

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Commonwealth Equity Services's IBCA Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 9% in Q2 2026, buying an estimated $110K and bringing the position to 52,166 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Commonwealth Equity Services first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

Commonwealth Equity Services held 52,166 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.34M as of Q2 2026.
Commonwealth Equity Services bought 4,295 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $110K.
iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2478 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.