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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return