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 Q2	$28K	Hold	1,320	–	–	﹤0.01%	1095
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

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Capital Analysts LLC's IBDW Position: Q2 2026 in Review

Capital Analysts LLC held its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) position steady in Q2 2026 at 1,320 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Capital Analysts LLC first reported a position in IBDW in Q4 2023 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Capital Analysts LLC held 1,320 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $28K as of Q2 2026.
Capital Analysts LLC left its iShares iBonds Dec 2031 Term Corporate ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Corporate ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1095 holding.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.