CIAS
IBTI icon

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

Capital Investment Advisory Services’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
Q2 		$15.1K Buy
+680
New +$15.1K ﹤0.01% 1109

Other funds holding IBTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

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

Capital Investment Advisory Services opened a new position in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q2 2026: 680 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings.

81 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

  • Capital Investment Advisory Services held 680 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $15.1K as of Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • iShares iBonds Dec 2028 Term Treasury ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1109 holding.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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