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Capital Analysts LLC’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

Capital Analysts LLC’s Portfolio IBTG Stock Details IBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,004
Closed -$46K – 1449
2025
Q2 		$46K Hold
2,004
– – ﹤0.01% 832
2025
Q1 		$46K Hold
2,004
– – ﹤0.01% 811
2024
Q4 		$46K Hold
2,004
– – ﹤0.01% 766
2024
Q3 		$46K Hold
2,004
– – ﹤0.01% 748
2024
Q2 		$45K Hold
2,004
– – ﹤0.01% 722
2024
Q1 		$46K Hold
2,004
– – ﹤0.01% 677
2023
Q4 		$46K Sell
2,004
-250
-11% -$5.64K ﹤0.01% 669
2023
Q3 		$51K Buy
2,254
+2,004
+802% +$45.2K ﹤0.01% 600
2023
Q2 		$6K Buy
+250
New +$5.74K ﹤0.01% 873

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return