MB, Levis & Associates
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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
Q3 		$18.5M Buy
782,135
+231,022
+42% +$5.66M 6.78% 3
2026
Q2 		$13.9M Buy
+551,113
New +$13.8M 5.11% 7

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Paradigm Strategies in Wealth Management
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Wealth Enhancement Advisory Services
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Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Adirondack Trust Company
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
Koesten Hirschmann & Crabtree
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
Forteris Wealth Management
Forteris Wealth Management Armonk, New York $121M AUM 26.76% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

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

MB, Levis & Associates increased its iShares iBonds Dec 2036 Term Corporate ETF (IBCB) stake by 42% in Q3 2026, buying an estimated $5.66M and bringing the position to 782,135 shares worth $18.5M. The position accounts for 6.78% of the portfolio, ranked #3.

MB, Levis & Associates first reported a position in IBCB in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold IBCB as of Q3 2026.

  • MB, Levis & Associates held 782,135 shares of iShares iBonds Dec 2036 Term Corporate ETF worth $18.5M as of Q3 2026.
  • MB, Levis & Associates bought 231,022 iShares iBonds Dec 2036 Term Corporate ETF shares in Q3 2026, an estimated $5.66M.
  • iShares iBonds Dec 2036 Term Corporate ETF made up 6.78% of MB, Levis & Associates's portfolio in Q3 2026, its #3 holding.
  • MB, Levis & Associates first reported a position in iShares iBonds Dec 2036 Term Corporate ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Corporate ETF as of Q3 2026.

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