KHC
IBCA

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
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

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
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 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
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

Koesten Hirschmann & Crabtree's IBCA Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q2 2026: 20,218 shares worth $518K. The stake represents 0.22% of the portfolio and ranks #22 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in IBCA as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in IBCA in Q3 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Koesten Hirschmann & Crabtree held 20,218 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $518K as of Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.22% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #22 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.