Koesten Hirschmann & Crabtree
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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio IBCB Stock Details IBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$318K Buy
13,440
+885
+7% +$21.7K 0.13% 38
2026
Q2 		$316K Buy
+12,555
New +$316K 0.13% 38

Other funds holding IBCB

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
Arrow Financial
Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Paradigm Strategies in Wealth Management
Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Koesten Hirschmann & Crabtree increased its iShares iBonds Dec 2036 Term Corporate ETF (IBCB) stake by 7% in Q3 2026, buying an estimated $21.7K and bringing the position to 13,440 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #38.

Koesten Hirschmann & Crabtree first reported a position in IBCB in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IBCB as of Q3 2026.

  • Koesten Hirschmann & Crabtree held 13,440 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $318K as of Q3 2026.
  • Koesten Hirschmann & Crabtree bought 885 iShares iBonds Dec 2036 Term Corporate ETF shares in Q3 2026, an estimated $21.7K.
  • iShares iBonds Dec 2036 Term Corporate ETF made up 0.13% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #38 holding.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2036 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q3 2026.

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