KF
IBCA

Krilogy Financial’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Krilogy Financial’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 		$5.31M Buy
205,952
+44,439
+28% +$1.15M 0.17% 103
2025
Q4 		$4.2M Buy
+161,513
New +$4.2M 0.14% 119

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

Krilogy Financial's IBCA Position: Q1 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 28% in Q1 2026, buying an estimated $1.15M and bringing the position to 205,952 shares worth $5.31M. The position accounts for 0.17% of the portfolio, ranked #103.

Krilogy Financial first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Krilogy Financial held 205,952 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $5.31M as of Q1 2026.
  • Krilogy Financial bought 44,439 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $1.15M.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.17% of Krilogy Financial's portfolio in Q1 2026, its #103 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.