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 Q3	$12.8M	Sell	531,639 -10,429	-2%	-$260K	4.69%	8
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

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

Arrow Financial Glens Falls, New York $1.1B AUM 15.35% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.1B AUM 18.81% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

4Thought Financial Group Syosset, New York $215M AUM 6.1% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

MB, Levis & Associates's IBCA Position: Q3 2026 in Review

MB, Levis & Associates reduced its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 1.9% in Q3 2026, selling an estimated $260K and leaving 531,639 shares worth $12.8M. The position accounts for 4.69% of the portfolio, ranked #8.

MB, Levis & Associates first reported a position in IBCA in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.9M in Q2 2026. 42 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

MB, Levis & Associates held 531,639 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $12.8M as of Q3 2026.
MB, Levis & Associates sold 10,429 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $260K.
iShares iBonds Dec 2035 Term Corporate ETF made up 4.69% of MB, Levis & Associates's portfolio in Q3 2026, its #8 holding.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
MB, Levis & Associates's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $13.9M in Q2 2026.
42 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.