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 Q2	$1.99M	Buy	77,812 +1,522	+2%	+$39K	0.03%	501
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 $7.59B AUM 23.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.W. Cole Advisors's IBCA Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 2% in Q2 2026, buying an estimated $39K and bringing the position to 77,812 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #501.

J.W. Cole Advisors first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

J.W. Cole Advisors held 77,812 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $1.99M as of Q2 2026.
J.W. Cole Advisors bought 1,522 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $39K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #501 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 4 quarters since.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.