Koesten Hirschmann & Crabtree
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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Koesten Hirschmann & Crabtree’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 		$495K Buy
20,558
+340
+2% +$8.49K 0.21% 26
2026
Q2 		$518K Buy
+20,218
New +$518K 0.22% 22
2025
Q4 		– Sell
-338
Closed -$8.8K – 252
2025
Q3 		$8.8K Buy
+338
New +$8.68K ﹤0.01% 146

Other funds holding IBCA

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
MV Capital Management
MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBCA Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 1.7% in Q3 2026, buying an estimated $8.49K and bringing the position to 20,558 shares worth $495K. The position accounts for 0.21% of the portfolio, ranked #26.

Koesten Hirschmann & Crabtree first reported a position in IBCA in Q3 2025 and has held it in 3 quarters since. The position peaked at $518K in Q2 2026. 86 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 20,558 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $495K as of Q3 2026.
  • Koesten Hirschmann & Crabtree bought 340 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $8.49K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.21% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #26 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $518K in Q2 2026.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.