§ EQUITY
USDIBCA
ISHARES IBONDS DEC 2035 TC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
65 increased/new, 13 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital Investment Advisors, LLC | 2.3M | n/a | +33% |
| Bank of America Corp | 806K | 0.0% | +8% |
| Arrow Financial Corp | 587K | 1.5% | +3% |
| MB, LEVIS & ASSOCIATES, LLC | 536K | 5.7% | +1% |
| MV CAPITAL MANAGEMENT, INC. | 459K | 1.2% | +1169% |
| Morgan Stanley | 446K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IBCA as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER81.7% · 63 holders
DEALER / BANK14.3% · 10 holders
QUALITY / COMPOUNDER3.2% · 1 holder
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBCA in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBCA yet.