SWP
IBCA

Stratos Wealth Partners’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Stratos Wealth Partners’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 		– Sell
-8,378
Closed -$217K – 1704
2025
Q4 		$217K Buy
+8,378
New +$218K ﹤0.01% 1471

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

Stratos Wealth Partners's IBCA Position: Q1 2026 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2035 Term Corporate ETF (IBCA) in Q1 2026, closing a stake of 8,378 shares — an estimated $217K sold.

Stratos Wealth Partners first reported a position in IBCA in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 78 funds tracked by Wall St. Rank hold IBCA as of Q1 2026.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2035 Term Corporate ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,378 iShares iBonds Dec 2035 Term Corporate ETF shares in Q1 2026, an estimated $217K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares iBonds Dec 2035 Term Corporate ETF position peaked at $217K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.