Capital Analysts LLC’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,955	Closed	-$46K	–	1448
2025 Q2	$46K	Hold	1,955	–	–	﹤0.01%	831
2025 Q1	$46K	Hold	1,955	–	–	﹤0.01%	810
2024 Q4	$46K	Hold	1,955	–	–	﹤0.01%	765
2024 Q3	$46K	Hold	1,955	–	–	﹤0.01%	747
2024 Q2	$45K	Hold	1,955	–	–	﹤0.01%	721
2024 Q1	$45K	Hold	1,955	–	–	﹤0.01%	689
2023 Q4	$46K	Hold	1,955	–	–	﹤0.01%	668
2023 Q3	$45K	Buy	+1,955	New	+$45.1K	﹤0.01%	627

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Capital Analysts LLC's IBTF Position: Q3 2025 in Review

Capital Analysts LLC sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 1,955 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in IBTF in Q3 2023 and held it in 8 quarters. The position peaked at $46K in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Capital Analysts LLC reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 1,955 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $46K.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Capital Analysts LLC's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $46K in Q2 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.