Capital Analysts LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,011	Closed	-$46K	–	1456
2025 Q2	$46K	Hold	2,011	–	–	﹤0.01%	836
2025 Q1	$46K	Hold	2,011	–	–	﹤0.01%	818
2024 Q4	$45K	Hold	2,011	–	–	﹤0.01%	775
2024 Q3	$47K	Hold	2,011	–	–	﹤0.01%	741
2024 Q2	$45K	Hold	2,011	–	–	﹤0.01%	729
2024 Q1	$46K	Hold	2,011	–	–	﹤0.01%	683
2023 Q4	$46K	Sell	2,011 -487	-19%	-$10.8K	﹤0.01%	675
2023 Q3	$55K	Buy	2,498 +2,011	+413%	+$45.6K	﹤0.01%	589
2023 Q2	$11K	Buy	+487	New	+$11.5K	﹤0.01%	807

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2025, closing a stake of 2,011 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in IBTM in Q2 2023 and held it in 9 quarters. The position peaked at $55K in Q3 2023. 96 funds tracked by Wall St. Rank hold IBTM as of Q3 2025.

Capital Analysts LLC reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 2,011 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2025, an estimated $46K.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and held it in 9 quarters.
Capital Analysts LLC's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $55K in Q3 2023.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2025.

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