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Capital Analysts LLC’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Capital Analysts LLC’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,264
Closed -$46K – 1454
2025
Q2 		$46K Hold
2,264
– – ﹤0.01% 834
2025
Q1 		$46K Hold
2,264
– – ﹤0.01% 816
2024
Q4 		$45K Hold
2,264
– – ﹤0.01% 774
2024
Q3 		$47K Hold
2,264
– – ﹤0.01% 739
2024
Q2 		$45K Hold
2,264
– – ﹤0.01% 727
2024
Q1 		$46K Hold
2,264
– – ﹤0.01% 682
2023
Q4 		$46K Hold
2,264
– – ﹤0.01% 674
2023
Q3 		$44K Buy
+2,264
New +$45.6K ﹤0.01% 638

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2025, closing a stake of 2,264 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in IBTL in Q3 2023 and held it in 8 quarters. The position peaked at $47K in Q3 2024. 109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

  • Capital Analysts LLC reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 2,264 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2025, an estimated $46K.
  • Capital Analysts LLC first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
  • Capital Analysts LLC's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $47K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

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