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Capital Analysts LLC’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Capital Analysts LLC’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,354
Closed -$47K – 1453
2025
Q2 		$47K Hold
2,354
– – ﹤0.01% 826
2025
Q1 		$46K Hold
2,354
– – ﹤0.01% 815
2024
Q4 		$45K Hold
2,354
– – ﹤0.01% 773
2024
Q3 		$47K Hold
2,354
– – ﹤0.01% 738
2024
Q2 		$45K Hold
2,354
– – ﹤0.01% 726
2024
Q1 		$46K Hold
2,354
– – ﹤0.01% 681
2023
Q4 		$46K Hold
2,354
– – ﹤0.01% 673
2023
Q3 		$44K Buy
+2,354
New +$45.4K ﹤0.01% 637

Other funds holding IBTK

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return