SP
IBCA

Stonebrook Private’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Stonebrook Private’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 		$2.36M Buy
92,163
+4,871
+6% +$126K 0.5% 45
2025
Q4 		$2.26M Buy
+87,292
New +$2.27M 0.47% 45

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 $994M AUM 17.21% 1-Year Est. Return
MLA
MB, Levis & Associates Center Valley, Pennsylvania $240M AUM 12.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 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 $422M AUM 16.47% 1-Year Est. Return

Stonebrook Private's IBCA Position: Q1 2026 in Review

Stonebrook Private increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 5.6% in Q1 2026, buying an estimated $126K and bringing the position to 92,163 shares worth $2.36M. The position accounts for 0.5% of the portfolio, ranked #45.

Stonebrook Private 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.

  • Stonebrook Private held 92,163 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.36M as of Q1 2026.
  • Stonebrook Private bought 4,871 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $126K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up 0.5% of Stonebrook Private's portfolio in Q1 2026, its #45 holding.
  • Stonebrook Private 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 Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.