Capital Analysts LLC’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Capital Analysts LLC’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28K	Hold	1,320	–	–	﹤0.01%	1054
2025 Q4	$28K	Hold	1,320	–	–	﹤0.01%	1037
2025 Q3	$28K	Hold	1,320	–	–	﹤0.01%	1001
2025 Q2	$28K	Hold	1,320	–	–	﹤0.01%	932
2025 Q1	$27K	Hold	1,320	–	–	﹤0.01%	925
2024 Q4	$27K	Hold	1,320	–	–	﹤0.01%	872
2024 Q3	$28K	Hold	1,320	–	–	﹤0.01%	839
2024 Q2	$27K	Hold	1,320	–	–	﹤0.01%	811
2024 Q1	$27K	Hold	1,320	–	–	﹤0.01%	769
2023 Q4	$27K	Buy	+1,320	New	+$26K	﹤0.01%	762

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Analysts LLC's IBDW Position: Q1 2026 in Review

Capital Analysts LLC held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q1 2026 at 1,320 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Capital Analysts LLC first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Capital Analysts LLC held 1,320 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $28K as of Q1 2026.
Capital Analysts LLC left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1054 holding.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.