SVWA
IBCA

Sarver Vrooman Wealth Advisors’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$258K Hold
10,124
– – 0.15% 17
2026
Q1 		$260K Hold
10,124
– – 0.16% 18
2025
Q4 		$263K Hold
10,124
– – 0.17% 17
2025
Q3 		$264K Buy
+10,124
New +$260K 0.17% 14

Other funds holding IBCA

Wealth Enhancement Advisory Services
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
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CWMS
CFG Wealth Management Services Indianapolis, Indiana $107M AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's IBCA Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) position steady in Q2 2026 at 10,124 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #17.

Sarver Vrooman Wealth Advisors first reported a position in IBCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q3 2025. 11 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 10,124 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $258K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its iShares iBonds Dec 2035 Term Corporate ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.15% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • Sarver Vrooman Wealth Advisors's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $264K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.