SFO
IBCA

Stokes Family Office’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Stokes Family Office’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
Q1 		$667K Buy
26,000
+4,000
+18% +$104K 0.07% 168
2025
Q4 		$571K Buy
+22,000
New +$573K 0.05% 180

Other funds holding IBCA

CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $474M AUM 16.74% 1-Year Est. Return

Stokes Family Office's IBCA Position: Q1 2026 in Review

Stokes Family Office increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 18% in Q1 2026, buying an estimated $104K and bringing the position to 26,000 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #168.

Stokes Family Office first reported a position in IBCA in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Stokes Family Office held 26,000 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $667K as of Q1 2026.
  • Stokes Family Office bought 4,000 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $104K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #168 holding.
  • Stokes Family Office first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.