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

Capital Investment Advisors’s Portfolio IBTJ Stock Details IBTJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$720K	Buy	33,270 +40	+0.1%	+$868	0.01%	435
2026 Q1	$726K	Buy	33,230 +1,994	+6%	+$43.7K	0.01%	407
2025 Q4	$685K	Buy	31,236 +14,258	+84%	+$313K	0.01%	413
2025 Q3	$373K	Buy	16,978 +12	+0.1%	+$263	0.01%	529
2025 Q2	$372K	Buy	16,966 +2,623	+18%	+$57K	0.01%	509
2025 Q1	$312K	Buy	14,343 +2,166	+18%	+$46.5K	0.01%	541
2024 Q4	$260K	Buy	+12,177	New	+$262K	0.01%	555

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Investment Advisors's IBTJ Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.12% in Q2 2026, buying an estimated $868 and bringing the position to 33,270 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #435.

Capital Investment Advisors first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $726K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Capital Investment Advisors held 33,270 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $720K as of Q2 2026.
Capital Investment Advisors bought 40 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $868.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #435 holding.
Capital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Capital Investment Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $726K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.