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Ishares Ibonds Dec 2029 Muni Etf shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Muni Etf (IBMR) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Ishares Ibonds Dec 2029 Muni Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Muni Etf held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2029 Muni Etf by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $553k 22k 25.49
2024-06-30 $407k 16k 24.86
2024-03-31 $252k 10k 25.25
2023-12-31 $213k 8.3k 25.60

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded No Amer Energy (EMLP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Home Depot (HD)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr S&p Divid Etf (SDY)
Johnson & Johnson (JNJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Capital Investment Advisors

Top funds holding Ishares Ibonds Dec 2029 Muni Etf

Hartland & Co
Envestnet Asset Management
Kathmere Capital Management
HighTower Advisors
Gateway Advisory
Bank of America Corporation
Raymond James Financial Services Advisors
Cypress Point Wealth Management
Praetorian Wealth Management
Central Trust & Investment
Sound View Wealth Advisors Group
Quantum Financial Advisors
Crumly & Associates
Raymond James & Associates
LPL Financial

View all funds holding Ishares Ibonds Dec 2029 Muni Etf