Capital Analysts LLC
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Capital Analysts LLC’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Capital Analysts LLC’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,838
Closed -$47K – 1489
2025
Q2 		$47K Hold
1,838
– – ﹤0.01% 829
2025
Q1 		$47K Buy
+1,838
New +$46.2K ﹤0.01% 806

Other funds holding IBTP

Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2034 Term Treasury ETF (IBTP) in Q3 2025, closing a stake of 1,838 shares — an estimated $47K sold.

Capital Analysts LLC first reported a position in IBTP in Q1 2025 and held it in 2 quarters. The position peaked at $47K in Q2 2025. 51 funds tracked by Wall St. Rank hold IBTP as of Q3 2025.

  • Capital Analysts LLC reported no remaining iShares iBonds Dec 2034 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,838 iShares iBonds Dec 2034 Term Treasury ETF shares in Q3 2025, an estimated $47K.
  • Capital Analysts LLC first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and held it in 2 quarters.
  • Capital Analysts LLC's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $47K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2025.

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