Capital Analysts LLC’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,873	Closed	-$46K	–	1455
2025 Q2	$46K	Hold	1,873	–	–	﹤0.01%	835
2025 Q1	$46K	Hold	1,873	–	–	﹤0.01%	817
2024 Q4	$44K	Hold	1,873	–	–	﹤0.01%	778
2024 Q3	$47K	Hold	1,873	–	–	﹤0.01%	740
2024 Q2	$45K	Hold	1,873	–	–	﹤0.01%	728
2024 Q1	$45K	Hold	1,873	–	–	﹤0.01%	690
2023 Q4	$47K	Hold	1,873	–	–	﹤0.01%	662
2023 Q3	$44K	Buy	+1,873	New	+$45.5K	﹤0.01%	639

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

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

CIM

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

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2025, closing a stake of 1,873 shares — an estimated $46K sold.

Capital Analysts LLC first reported a position in IBTO in Q3 2023 and held it in 8 quarters. The position peaked at $47K in Q3 2024. 75 funds tracked by Wall St. Rank hold IBTO as of Q3 2025.

Capital Analysts LLC reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Capital Analysts LLC sold 1,873 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2025, an estimated $46K.
Capital Analysts LLC first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and held it in 8 quarters.
Capital Analysts LLC's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $47K in Q3 2024.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2025.

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