Capital Investment Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Buy	52,356 +8,694	+20%	+$194K	0.02%	306
2025 Q1	$971K	Buy	43,662 +3,243	+8%	+$72.2K	0.02%	323
2024 Q4	$885K	Buy	40,419 +31,050	+331%	+$680K	0.02%	323
2024 Q3	$211K	Hold	9,369	–	–	﹤0.01%	609
2024 Q2	$205K	Buy	+9,369	New	+$205K	﹤0.01%	596