Capital Investment Advisory Services’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Capital Investment Advisory Services’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.3K	Buy	+2,075	New	+$50.2K	﹤0.01%	951
2025 Q2	–	Sell	-1,082	Closed	-$26.2K	–	1074
2025 Q1	$26.2K	Hold	1,082	–	–	﹤0.01%	785
2024 Q4	$25.9K	Hold	1,082	–	–	﹤0.01%	734
2024 Q3	$26.4K	Hold	1,082	–	–	﹤0.01%	770
2024 Q2	$25.7K	Hold	1,082	–	–	﹤0.01%	746
2024 Q1	$25.8K	Hold	1,082	–	–	﹤0.01%	737
2023 Q4	$25.9K	Hold	1,082	–	–	﹤0.01%	752
2023 Q3	$25K	Hold	1,082	–	–	﹤0.01%	708
2023 Q2	$25.4K	Buy	+1,082	New	+$25.6K	﹤0.01%	678

Other funds holding IBDS

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SVWAG

Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Capital Investment Advisory Services's IBDS Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2026: 2,075 shares worth $50.3K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in IBDS as recently as Q1 2025.

Capital Investment Advisory Services first reported a position in IBDS in Q2 2023 and has held it in 9 quarters since. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

Capital Investment Advisory Services held 2,075 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $50.3K as of Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF was a new Capital Investment Advisory Services position in Q2 2026.
iShares iBonds Dec 2027 Term Corporate ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #951 holding.
Capital Investment Advisory Services first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2023 and has held it in 9 quarters since.
416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.