IW
IBCA

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
Q2 		$2.35M Buy
91,787
+390
+0.4% +$9.98K 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

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
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
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
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

Instrumental Wealth's IBCA Position: Q2 2026 in Review

Instrumental Wealth increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 0.43% in Q2 2026, buying an estimated $9.98K and bringing the position to 91,787 shares worth $2.35M. The position accounts for 1.19% of the portfolio, ranked #13.

Instrumental Wealth first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q4 2025. 12 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Instrumental Wealth held 91,787 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.35M as of Q2 2026.
  • Instrumental Wealth bought 390 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $9.98K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 1.19% of Instrumental Wealth's portfolio in Q2 2026, its #13 holding.
  • Instrumental Wealth first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Instrumental Wealth's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $2.38M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.