MLA
IBCB

MB, Levis & Associates’s iShares iBonds Dec 2036 Term Corporate ETF IBCB Stock Holding History

MB, Levis & Associates’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 		$13.9M Buy
+551,113
New +$13.8M 5.11% 7

Other funds holding IBCB

MSRI
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $240M AUM 24.97% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

MB, Levis & Associates opened a new position in iShares iBonds Dec 2036 Term Corporate ETF (IBCB) in Q2 2026: 551,113 shares worth $13.9M. The stake represents 5.11% of the portfolio and ranks #7 among its holdings.

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

  • MB, Levis & Associates held 551,113 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $13.9M as of Q2 2026.
  • iShares iBonds Dec 2036 Term Corporate ETF was a new MB, Levis & Associates position in Q2 2026.
  • iShares iBonds Dec 2036 Term Corporate ETF made up 5.11% of MB, Levis & Associates's portfolio in Q2 2026, its #7 holding.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q2 2026.

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