CAL
IBTQ

Capital Analysts LLC’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Capital Analysts LLC’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,684
Closed -$43K – 1491
2025
Q2 		$43K Buy
+1,684
New +$42.1K ﹤0.01% 852

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Capital Analysts LLC sold out of iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q3 2025, closing a stake of 1,684 shares — an estimated $43K sold.

Capital Analysts LLC first reported a position in IBTQ in Q2 2025 and held it in 1 quarter. The position peaked at $43K in Q2 2025. 19 funds tracked by Wall St. Rank hold IBTQ as of Q3 2025.

  • Capital Analysts LLC reported no remaining iShares iBonds Dec 2035 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,684 iShares iBonds Dec 2035 Term Treasury ETF shares in Q3 2025, an estimated $43K.
  • Capital Analysts LLC first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Capital Analysts LLC's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $43K in Q2 2025.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q3 2025.

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