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Ishares Ibonds Dec 2029 Term T shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Ishares Ibonds Dec 2029 Term T (IBTJ) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Ishares Ibonds Dec 2029 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2029 Term T 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 Term T by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 17k 21.96
2025-06-30 $372k 17k 21.92
2025-03-31 $312k 14k 21.77
2024-12-31 $260k 12k 21.33

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange-traded No Amer Energy (EMLP)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)
Johnson & Johnson (JNJ)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Capital Investment Advisors

Top funds holding Ishares Ibonds Dec 2029 Term T

TRUE Private Wealth Advisors
Wells Fargo & Company
Mercer Global Advisors
Raymond James Financial
Hengehold Capital Management
UBS Group
Atwood & Palmer
Stifel Financial
Envestnet Asset Management
United Capital Financial Advisers
Journey Advisory Group
Benjamin Edwards
Vista Private Wealth Partners
Commonwealth Equity Services
Confluence Investment Management

View all funds holding Ishares Ibonds Dec 2029 Term T