CIA
IBMT

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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Capital Investment Advisors's IBMT Position: Q1 2026 in Review

Capital Investment Advisors reduced its iShares iBonds Dec 2031 Term Muni Bond ETF (IBMT) stake by 16% in Q1 2026, selling an estimated $51.6K and leaving 10,262 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Capital Investment Advisors first reported a position in IBMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $318K in Q4 2025. 59 funds tracked by Wall St. Rank hold IBMT as of Q1 2026.

  • Capital Investment Advisors held 10,262 shares of iShares iBonds Dec 2031 Term Muni Bond ETF worth $263K as of Q1 2026.
  • Capital Investment Advisors sold 1,979 iShares iBonds Dec 2031 Term Muni Bond ETF shares in Q1 2026, an estimated $51.6K.
  • iShares iBonds Dec 2031 Term Muni Bond ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #645 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 2 quarters since.
  • Capital Investment Advisors's iShares iBonds Dec 2031 Term Muni Bond ETF position peaked at $318K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Muni Bond ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.