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

Capital Investment Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.6M Sell
116,515
-1,267
-1% -$28.3K 0.04% 201
2025
Q4 		$2.63M Buy
117,782
+64,968
+123% +$1.45M 0.04% 199
2025
Q3 		$1.18M Buy
52,814
+458
+0.9% +$10.2K 0.02% 310
2025
Q2 		$1.17M Buy
52,356
+8,694
+20% +$193K 0.02% 307
2025
Q1 		$971K Buy
43,662
+3,243
+8% +$71.4K 0.02% 323
2024
Q4 		$885K Buy
40,419
+31,050
+331% +$685K 0.02% 323
2024
Q3 		$211K Hold
9,369
– – ﹤0.01% 609
2024
Q2 		$205K Buy
+9,369
New +$203K ﹤0.01% 596

Other funds holding IBTI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.15B AUM 20.99% 1-Year Est. Return