Capital Investment Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$372K	Buy	16,966 +2,623	+18%	+$57.5K	0.01%	508
2025 Q1	$312K	Buy	14,343 +2,166	+18%	+$47.2K	0.01%	541
2024 Q4	$260K	Buy	+12,177	New	+$260K	0.01%	555