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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return