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Capital Investment Advisory Services’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Capital Investment Advisory Services’s Portfolio IBDW Stock Details IBDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-669
Closed -$14K – 1316
2026
Q1 		$14K Buy
+669
New +$14.1K ﹤0.01% 1032

Other funds holding IBDW

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

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

Capital Investment Advisory Services sold out of iShares iBonds Dec 2031 Term Corporate ETF (IBDW) in Q2 2026, closing a stake of 669 shares — an estimated $14K sold.

Capital Investment Advisory Services first reported a position in IBDW in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 291 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

  • Capital Investment Advisory Services reported no remaining iShares iBonds Dec 2031 Term Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 669 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $14K.
  • Capital Investment Advisory Services first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q1 2026 and held it in 1 quarter.
  • Capital Investment Advisory Services's iShares iBonds Dec 2031 Term Corporate ETF position peaked at $14K in Q1 2026.
  • 291 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

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