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Capital Investment Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Capital Investment Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.34M Sell
52,576
-380
-0.7% -$9.7K 0.02% 314
2026
Q1 		$1.35M Sell
52,956
-7,025
-12% -$180K 0.02% 298
2025
Q4 		$1.53M Buy
59,981
+550
+0.9% +$14K 0.02% 275
2025
Q3 		$1.52M Buy
59,431
+876
+1% +$22.4K 0.03% 277
2025
Q2 		$1.49M Buy
58,555
+6,805
+13% +$171K 0.03% 274
2025
Q1 		$1.31M Buy
51,750
+2,621
+5% +$66.2K 0.03% 285
2024
Q4 		$1.24M Buy
49,129
+10,268
+26% +$260K 0.03% 282
2024
Q3 		$996K Buy
38,861
+2,397
+7% +$60.8K 0.02% 299
2024
Q2 		$912K Buy
36,464
+5,707
+19% +$143K 0.02% 298
2024
Q1 		$777K Buy
30,757
+1,293
+4% +$32.9K 0.02% 327
2023
Q4 		$754K Buy
29,464
+3,812
+15% +$94.7K 0.02% 313
2023
Q3 		$626K Buy
25,652
+2,765
+12% +$69K 0.02% 321
2023
Q2 		$576K Buy
22,887
+4,302
+23% +$109K 0.02% 320
2023
Q1 		$476K Buy
18,585
+4,078
+28% +$104K 0.01% 357
2022
Q4 		$364K Buy
+14,507
New +$358K 0.01% 407

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Capital Investment Advisors's IBMQ Position: Q2 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 0.72% in Q2 2026, selling an estimated $9.7K and leaving 52,576 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #314.

Capital Investment Advisors first reported a position in IBMQ in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q4 2025. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • Capital Investment Advisors held 52,576 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.34M as of Q2 2026.
  • Capital Investment Advisors sold 380 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $9.7K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.02% of Capital Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.53M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.