CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$605K Buy
30,499
+5,107
+20% +$101K ﹤0.01% 1617
2025
Q1 		$499K Buy
25,392
+12
+0% +$236 ﹤0.01% 1644
2024
Q4 		$487K Buy
+25,380
New +$487K ﹤0.01% 1616