Wealth Enhancement Advisory Services
IBCA icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2035 Term Corporate ETF IBCA Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.98M Buy
123,475
+11,833
+11% +$295K ﹤0.01% 1414
2026
Q2 		$2.83M Buy
111,642
+36,790
+49% +$942K ﹤0.01% 1358
2026
Q1 		$1.92M Buy
74,852
+57,354
+328% +$1.49M ﹤0.01% 1409
2025
Q4 		$455K Buy
17,498
+3,665
+26% +$95.4K ﹤0.01% 2554
2025
Q3 		$360K Buy
+13,833
New +$355K ﹤0.01% 2634

Other funds holding IBCA

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
KHC
Koesten Hirschmann & Crabtree Overland Park, Kansas $239M AUM 16.25% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBCA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2035 Term Corporate ETF (IBCA) stake by 11% in Q3 2026, buying an estimated $295K and bringing the position to 123,475 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Wealth Enhancement Advisory Services first reported a position in IBCA in Q3 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold IBCA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 123,475 shares of iShares iBonds Dec 2035 Term Corporate ETF worth $2.98M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 11,833 iShares iBonds Dec 2035 Term Corporate ETF shares in Q3 2026, an estimated $295K.
  • iShares iBonds Dec 2035 Term Corporate ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1414 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2035 Term Corporate ETF in Q3 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Corporate ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.