Capital Analysts LLC’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,080	Closed	-$47K	–	1451
2025 Q2	$47K	Hold	2,080	–	–	﹤0.01%	824
2025 Q1	$46K	Hold	2,080	–	–	﹤0.01%	813
2024 Q4	$46K	Hold	2,080	–	–	﹤0.01%	768
2024 Q3	$47K	Hold	2,080	–	–	﹤0.01%	736
2024 Q2	$45K	Hold	2,080	–	–	﹤0.01%	724
2024 Q1	$46K	Hold	2,080	–	–	﹤0.01%	679
2023 Q4	$46K	Hold	2,080	–	–	﹤0.01%	671
2023 Q3	$45K	Buy	+2,080	New	+$45.3K	﹤0.01%	629

Other funds holding IBTI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2025, closing a stake of 2,080 shares — an estimated $47K sold.

Capital Analysts LLC first reported a position in IBTI in Q3 2023 and held it in 8 quarters. The position peaked at $47K in Q2 2025. 202 funds tracked by Wall St. Rank hold IBTI as of Q3 2025.

Capital Analysts LLC reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 2,080 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2025, an estimated $47K.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Capital Analysts LLC's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $47K in Q2 2025.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2025.

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