SWM
IBCA

Segment Wealth Management’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Segment Wealth Management’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 		$999K Buy
39,000
+10,790
+38% +$276K 0.05% 176
2026
Q1 		$723K Buy
+28,210
New +$731K 0.04% 190

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $271M AUM 15.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Segment Wealth Management's IBCA Position: Q2 2026 in Review

Segment Wealth Management increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 38% in Q2 2026, buying an estimated $276K and bringing the position to 39,000 shares worth $999K. The position accounts for 0.05% of the portfolio, ranked #176.

Segment Wealth Management first reported a position in IBCA in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold IBCA as of Q2 2026.

  • Segment Wealth Management held 39,000 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $999K as of Q2 2026.
  • Segment Wealth Management bought 10,790 iShares iBonds Dec 2035 Term Corporate ETF shares in Q2 2026, an estimated $276K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.05% of Segment Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Segment Wealth Management first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.