Capital Investment Advisors
IBMT icon

Capital Investment Advisors’s iShares iBonds Dec 2031 Term Muni Bond ETF IBMT Stock Holding History

Capital Investment Advisors’s Portfolio IBMT Stock Details IBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$253K Sell
9,807
-455
-4% -$11.7K ﹤0.01% 690
2026
Q1 		$263K Sell
10,262
-1,979
-16% -$51.6K ﹤0.01% 645
2025
Q4 		$318K Buy
+12,241
New +$317K ﹤0.01% 586

Other funds holding IBMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Capital Investment Advisors reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 4.4% in Q2 2026, selling an estimated $11.7K and leaving 9,807 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Capital Investment Advisors first reported a position in IBMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 73 funds tracked by Wall St. Rank hold IBMT as of Q2 2026.

  • Capital Investment Advisors held 9,807 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $253K as of Q2 2026.
  • Capital Investment Advisors sold 455 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q2 2026, an estimated $11.7K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #690 holding.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2031 Term Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $318K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026.

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