CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
50,029
+26,857
+116% +$685K ﹤0.01% 1601
2026
Q1 		$592K Buy
23,172
+2,292
+11% +$58.8K ﹤0.01% 1920
2025
Q4 		$534K Buy
20,880
+2,762
+15% +$70.5K ﹤0.01% 1864
2025
Q3 		$465K Sell
18,118
-1,726
-9% -$44.1K ﹤0.01% 1867
2025
Q2 		$504K Sell
19,844
-516
-3% -$13K ﹤0.01% 1726
2025
Q1 		$515K Buy
20,360
+6,946
+52% +$175K ﹤0.01% 1623
2024
Q4 		$338K Sell
13,414
-1,086
-7% -$27.5K ﹤0.01% 1834
2024
Q3 		$372K Sell
14,500
-1,270
-8% -$32.2K ﹤0.01% 1762
2024
Q2 		$395K Buy
15,770
+2,877
+22% +$72K ﹤0.01% 1631
2024
Q1 		$326K Buy
12,893
+1,123
+10% +$28.5K ﹤0.01% 1727
2023
Q4 		$301K Sell
11,770
-12,057
-51% -$300K ﹤0.01% 2106
2023
Q3 		$582K Hold
23,827
– – ﹤0.01% 1556
2023
Q2 		$599K Sell
23,827
-6,187
-21% -$157K ﹤0.01% 1520
2023
Q1 		$768K Sell
30,014
-3,691
-11% -$93.7K ﹤0.01% 1171
2022
Q4 		$846K Sell
33,705
-50,269
-60% -$1.24M ﹤0.01% 1061
2022
Q3 		$2.03M Buy
83,974
+8,875
+12% +$223K 0.01% 666
2022
Q2 		$1.88M Sell
75,099
-83,769
-53% -$2.09M 0.01% 611
2022
Q1 		$4.05M Sell
158,868
-18,715
-11% -$493K 0.03% 408
2021
Q4 		$4.84M Sell
177,583
-1,043
-0.6% -$28.4K 0.03% 366
2021
Q3 		$4.86M Sell
178,626
-12,095
-6% -$333K 0.04% 323
2021
Q2 		$5.23M Buy
190,721
+5,755
+3% +$158K 0.05% 291
2021
Q1 		$5.02M Buy
184,966
+28,743
+18% +$788K 0.05% 267
2020
Q4 		$4.31M Buy
156,223
+8,870
+6% +$243K 0.06% 272
2020
Q3 		$4.02M Sell
147,353
-208
-0.1% -$5.69K 0.07% 242
2020
Q2 		$4M Buy
147,561
+114,085
+341% +$3.04M 0.07% 253
2020
Q1 		$860K Buy
+33,476
New +$881K 0.02% 444

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

CAPTRUST Financial Advisors's IBMQ Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 116% in Q2 2026, buying an estimated $685K and bringing the position to 50,029 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

CAPTRUST Financial Advisors first reported a position in IBMQ in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.23M in Q2 2021. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • CAPTRUST Financial Advisors held 50,029 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.28M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 26,857 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $685K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1601 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $5.23M in Q2 2021.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.