JWCA
IBCA

J.W. Cole Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

J.W. Cole 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
Q1 		$1.96M Buy
76,290
+5,706
+8% +$148K 0.07% 246
2025
Q4 		$1.83M Buy
70,584
+3,495
+5% +$91K 0.04% 421
2025
Q3 		$1.75M Buy
+67,089
New +$1.72M 0.03% 517

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $422M AUM 16.47% 1-Year Est. Return

J.W. Cole Advisors's IBCA Position: Q1 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 8.1% in Q1 2026, buying an estimated $148K and bringing the position to 76,290 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #246.

J.W. Cole Advisors first reported a position in IBCA in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • J.W. Cole Advisors held 76,290 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.96M as of Q1 2026.
  • J.W. Cole Advisors bought 5,706 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $148K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q1 2026, its #246 holding.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.