Instrumental Wealth’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Instrumental Wealth’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 Q3	$2.34M	Buy	97,102 +5,315	+6%	+$133K	1.13%	14
2026 Q2	$2.35M	Buy	91,787 +390	+0.4%	+$10K	1.19%	13
2026 Q1	$2.34M	Buy	91,397 +674	+0.7%	+$17.5K	1.44%	13
2025 Q4	$2.38M	Buy	90,723 +9,882	+12%	+$257K	1.43%	13
2025 Q3	$2.11M	Buy	+80,841	New	+$2.08M	1.48%	14

Other funds holding IBCA

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Instrumental Wealth's IBCA Position: Q3 2026 in Review

Instrumental Wealth increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 5.8% in Q3 2026, buying an estimated $133K and bringing the position to 97,102 shares worth $2.34M. The position accounts for 1.13% of the portfolio, ranked #14.

Instrumental Wealth first reported a position in IBCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q4 2025. 28 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

Instrumental Wealth held 97,102 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.34M as of Q3 2026.
Instrumental Wealth bought 5,315 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $133K.
iShares iBonds Dec 2035 Term Corporate ETF made up 1.13% of Instrumental Wealth's portfolio in Q3 2026, its #14 holding.
Instrumental Wealth first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
Instrumental Wealth's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $2.38M in Q4 2025.
28 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.