CAPTRUST Financial Advisors
IBTI icon

CAPTRUST Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

CAPTRUST Financial Advisors’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
2025
Q2 		$1.16M Buy
2025
Q1 		$1.14M Buy
2024
Q4 		$1.12M Buy
2024
Q3 		$429K Sell
2024
Q2 		$566K Buy
2024
Q1 		$568K Buy
2023
Q4 		$403K Buy