MB, Levis & Associates’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

MB, Levis & Associates’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	$13.9M	Buy	542,068 +6,266	+1%	+$160K	5.12%	6
2026 Q1	$13.7M	Buy	535,802 +6,016	+1%	+$156K	5.73%	6
2025 Q4	$13.7M	Buy	529,786 +6,897	+1%	+$180K	5.79%	6
2025 Q3	$13.6M	Buy	+522,889	New	+$13.4M	5.89%	5

Other funds holding IBCA

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

GPA

Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PSIWM

Paradigm Strategies in Wealth Management Maple Grove, Minnesota $164M AUM 18.07% 1-Year Est. Return

4FG

4Thought Financial Group Syosset, New York $213M AUM 13.41% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

MB, Levis & Associates's IBCA Position: Q2 2026 in Review

MB, Levis & Associates increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 1.2% in Q2 2026, buying an estimated $160K and bringing the position to 542,068 shares worth $13.9M. The position accounts for 5.12% of the portfolio, ranked #6.

MB, Levis & Associates first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

MB, Levis & Associates held 542,068 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $13.9M as of Q2 2026.
MB, Levis & Associates bought 6,266 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $160K.
iShares iBonds Dec 2035 Term Corporate ETF made up 5.12% of MB, Levis & Associates's portfolio in Q2 2026, its #6 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
41 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.