CIA
IBTF

Capital Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Capital Investment Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,379,201
Closed -$55.6M – 756
2025
Q3 		$55.6M Sell
2,379,201
-107,502
-4% -$2.51M 0.91% 32
2025
Q2 		$58.1M Sell
2,486,703
-258,876
-9% -$6.04M 1.04% 25
2025
Q1 		$64.2M Sell
2,745,579
-52,484
-2% -$1.22M 1.26% 16
2024
Q4 		$65.3M Buy
2,798,063
+406,849
+17% +$9.49M 1.33% 14
2024
Q3 		$56M Buy
2,391,214
+42,184
+2% +$983K 1.15% 17
2024
Q2 		$54.5M Buy
2,349,030
+115,461
+5% +$2.67M 1.23% 16
2024
Q1 		$51.9M Buy
2,233,569
+181,337
+9% +$4.22M 1.21% 15
2023
Q4 		$47.8M Buy
2,052,232
+123,209
+6% +$2.85M 1.2% 17
2023
Q3 		$44.5M Buy
1,929,023
+165,505
+9% +$3.82M 1.23% 17
2023
Q2 		$40.8M Buy
1,763,518
+158,241
+10% +$3.7M 1.24% 18
2023
Q1 		$37.8M Buy
1,605,277
+147,727
+10% +$3.45M 1.11% 21
2022
Q4 		$33.9M Buy
1,457,550
+92,698
+7% +$2.16M 1.03% 22
2022
Q3 		$31.8M Buy
1,364,852
+105,991
+8% +$2.52M 1.09% 21
2022
Q2 		$30.2M Buy
+1,258,861
New +$30.2M 1% 22

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return

Capital Investment Advisors's IBTF Position: Q4 2025 in Review

Capital Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 2,379,201 shares — an estimated $55.6M sold.

Capital Investment Advisors first reported a position in IBTF in Q2 2022 and held it in 14 quarters. The position peaked at $65.3M in Q4 2024. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • Capital Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 2,379,201 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $55.6M.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q2 2022 and held it in 14 quarters.
  • Capital Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $65.3M in Q4 2024.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on Capital Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.