ISHARES IBONDS DEC 2035 TC IBCA
$25.53
+0.2% 52w: $24.15 – $25.85
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data24.1525.0025.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+16 QoQ
13F value
$246.9M
+46.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBCA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | Wealth advisor | 2.3M | $58.6M | 0.9% | +33.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 806.5K | $20.7M | 0.0% | +8.4% |
| Arrow Financial Corp | Wealth advisor | 586.9K | $15.0M | 1.5% | +3.2% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 535.8K | $13.7M | 5.7% | +1.1% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 459.2K | $11.8M | 1.2% | +1168.9% |
| MORGAN STANLEY | Bank broker | 446.0K | $11.4M | 0.0% | +98.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 383.4K | $9.8M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 347.5K | $8.9M | 0.0% | +886.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 265.7K | $6.8M | 0.0% | +38.5% |
| Guidance Point Advisors, LLC | Wealth advisor | 263.7K | $6.8M | 1.6% | +19.0% |
| Lido Advisors, LLC | Wealth advisor | 251.4K | $6.4M | 0.0% | +38.4% |
| Krilogy Financial LLC | Wealth advisor | 206.0K | $5.3M | 0.2% | +27.5% |
| UBS Group AG | Bank broker | 193.0K | $4.9M | 0.0% | +21.7% |
| Addison Advisors LLC | Wealth advisor | 186.0K | $4.8M | 1.1% | +29.8% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 183.0K | $4.7M | 0.0% | +9.2% |
| 4Thought Financial Group Inc. | Wealth advisor | 179.5K | $4.6M | 2.3% | -0.4% |
| Paradigm, Strategies in Wealth Management, LLC | Wealth advisor | 148.4K | $3.8M | 2.6% | +92.1% |
| Probity Advisors, Inc. | Wealth advisor | 140.2K | $3.6M | 0.6% | +64.9% |
| HANCOCK WHITNEY CORP | Other | 104.9K | $2.7M | 0.0% | +239.7% |
| Stonebrook Private Inc. | Wealth advisor | 92.2K | $2.4M | 0.5% | +5.6% |
| INSTRUMENTAL WEALTH, LLC | Wealth advisor | 91.4K | $2.3M | 1.4% | +0.7% |
| US BANCORP \DE\ | Wealth advisor | 89.0K | $2.3M | 0.0% | +47.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 83.0K | $2.1M | 0.0% | +22.1% |
| ADIRONDACK TRUST CO | Other | 82.0K | $2.1M | 0.7% | +168.0% |
| Atlantic Union Bankshares Corp | Other | 81.7K | $2.1M | 0.0% | +28.7% |
| Archford Capital Strategies, LLC | Wealth advisor | 80.8K | $2.1M | 0.2% | +5.7% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 76.3K | $2.0M | 0.1% | +8.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 74.9K | $1.9M | 0.0% | +327.8% |
| ROYAL BANK OF CANADA | Bank broker | 66.7K | $1.7M | 0.0% | +8.9% |
| CITADEL ADVISORS LLC | Multistrat pod | 65.8K | $1.7M | 0.0% | New |
| LPL Financial LLC | Bank broker | 56.6K | $1.5M | 0.0% | +70.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 47.9K | $1.2M | 0.0% | +51.8% |
| MCF Advisors LLC | Wealth advisor | 47.4K | $1.2M | 0.1% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 44.5K | $1.1M | 0.0% | +286.8% |
| Gilbert & Cook, Inc. | Wealth advisor | 38.3K | $981K | 0.1% | +100.5% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 36.8K | $944K | 0.0% | +9.1% |
| LITTLE HOUSE CAPITAL LLC | Other | 31.6K | $809K | 0.2% | New |
| Associated Banc-Corp | Other | 31.4K | $806K | 0.0% | New |
| CFG Wealth Management Services, Inc. | Wealth advisor | 30.0K | $770K | 0.7% | +35.2% |
| Parallel Advisors, LLC | Wealth advisor | 30.0K | $769K | 0.0% | +64.4% |
| Daviman Financial, LLC | Wealth advisor | 28.3K | $726K | 0.4% | +16.1% |
| Segment Wealth Management, LLC | Other | 28.2K | $723K | 0.0% | New |
| Stokes Family Office, LLC | Wealth advisor | 26.0K | $667K | 0.1% | +18.2% |
| DEARBORN PARTNERS LLC | Other | 20.7K | $527K | 0.0% | +70.3% |
| CFO CAPITAL MANAGEMENT LLC | Other | 18.9K | $483K | 0.4% | +29.4% |
| Advisory Services Network, LLC | Diversified mechanical | 16.8K | $431K | 0.0% | +2.0% |
| Valmark Advisers, Inc. | Wealth advisor | 15.8K | $405K | 0.0% | New |
| Creative Planning | Wealth advisor | 15.5K | $397K | 0.0% | New |
| Reliant Wealth Planning | Wealth advisor | 15.1K | $388K | 0.1% | Held |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 14.0K | $359K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.