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 Q3	$5.33M	Buy	220,429 +18,817	+9%	+$470K	0.15%	109
2026 Q2	$5.16M	Sell	201,612 -4,340	-2%	-$111K	0.15%	116
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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $156M AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Krilogy Financial's IBCA Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 9.3% in Q3 2026, buying an estimated $470K and bringing the position to 220,429 shares worth $5.33M. The position accounts for 0.15% of the portfolio, ranked #109.

Krilogy Financial first reported a position in IBCA in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

Krilogy Financial held 220,429 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $5.33M as of Q3 2026.
Krilogy Financial bought 18,817 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $470K.
iShares iBonds Dec 2035 Term Corporate ETF made up 0.15% of Krilogy Financial's portfolio in Q3 2026, its #109 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.