CAL
IBTJ icon

Capital Analysts LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Capital Analysts LLC’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,126
Closed -$47K – 1452
2025
Q2 		$47K Hold
2,126
– – ﹤0.01% 825
2025
Q1 		$46K Hold
2,126
– – ﹤0.01% 814
2024
Q4 		$45K Hold
2,126
– – ﹤0.01% 772
2024
Q3 		$47K Hold
2,126
– – ﹤0.01% 737
2024
Q2 		$45K Hold
2,126
– – ﹤0.01% 725
2024
Q1 		$46K Hold
2,126
– – ﹤0.01% 680
2023
Q4 		$46K Hold
2,126
– – ﹤0.01% 672
2023
Q3 		$45K Buy
+2,126
New +$45.3K ﹤0.01% 630

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2025, closing a stake of 2,126 shares — an estimated $47K sold.

Capital Analysts LLC first reported a position in IBTJ in Q3 2023 and held it in 8 quarters. The position peaked at $47K in Q2 2025. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • Capital Analysts LLC reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 2,126 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2025, an estimated $47K.
  • Capital Analysts LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
  • Capital Analysts LLC's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $47K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

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