GCA
IBCA

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

Gradient Capital 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
Q2 		$224K Buy
+8,733
New +$224K 0.05% 168

Other funds holding IBCA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Gradient Capital Advisors's IBCA Position: Q2 2026 in Review

Gradient Capital Advisors opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 8,733 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #168 among its holdings.

11 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Gradient Capital Advisors held 8,733 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $224K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF was a new Gradient Capital Advisors position in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #168 holding.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.