Krilogy Financial’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

Krilogy Financial’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 Q2	$5.12M	Buy	+203,685	New	+$5.12M	0.15%	117

Other funds holding IBCB

MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Krilogy Financial's IBCB Position: Q2 2026 in Review

Krilogy Financial opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q2 2026: 203,685 shares worth $5.12M. The stake represents 0.15% of the portfolio and ranks #117 among its holdings.

10 funds tracked by Wall St. Rank hold IBCB as of Q2 2026.

Krilogy Financial held 203,685 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $5.12M as of Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF was a new Krilogy Financial position in Q2 2026.
iShares iBonds Dec 2036 Term Corporate ETF made up 0.15% of Krilogy Financial's portfolio in Q2 2026, its #117 holding.
10 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.