Envestnet Asset Management
IBCA

Envestnet Asset Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Envestnet Asset 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
Q2 		$1.92M Sell
75,050
-7,968
-10% -$204K ﹤0.01% 3186
2026
Q1 		$2.13M Buy
83,018
+15,002
+22% +$389K ﹤0.01% 2973
2025
Q4 		$1.76M Buy
+68,016
New +$1.77M ﹤0.01% 2920

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 $104B AUM 28.3% 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

Envestnet Asset Management's IBCA Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 9.6% in Q2 2026, selling an estimated $204K and leaving 75,050 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Envestnet Asset Management first reported a position in IBCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.13M in Q1 2026. 94 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Envestnet Asset Management held 75,050 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.92M as of Q2 2026.
  • Envestnet Asset Management sold 7,968 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $204K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3186 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $2.13M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.