Capital Investment Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Capital Investment Advisors, LLC

$6.32 Billion
Q4 2025

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 59,981 shares of IBMQ stock, worth $1.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

59,981

Previous 59,431 0.93%

Holding current value

$1.53 Million

Previous $1.52 Million 0.39%

% of portfolio

0.02%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$25.48 - $25.62 $14,014 - $14,091	550 Added 0.93%	59,981 $1.53 Million
Q3 2025 Oct 23, 2025	BUY	$25.37 - $25.79 $22,224 - $22,592	876 Added 1.5%	59,431 $1.52 Million
Q2 2025 Jul 17, 2025	BUY	$24.88 - $25.41 $1.46 Million - $1.49 Million	58,555 New	58,555 $1.49 Million
Q1 2025 Apr 14, 2025	BUY	$25.08 - $25.39 $65,734 - $66,547	2,621 Added 5.33%	51,750 $1.31 Million
Q4 2024 Jan 13, 2025	BUY	$25.06 - $25.59 $257,316 - $262,758	10,268 Added 26.42%	49,129 $1.24 Million

Q3 2024 Oct 17, 2024	BUY	$24.91 - $25.63 $59,709 - $61,435	2,397 Added 6.57%	38,861 $996,000
Q2 2024 Jul 12, 2024	BUY	$24.81 - $25.19 $141,590 - $143,759	5,707 Added 18.56%	36,464 $912,000
Q1 2024 Apr 15, 2024	BUY	$25.27 - $25.61 $32,674 - $33,113	1,293 Added 4.39%	30,757 $777,000
Q4 2023 Jan 05, 2024	BUY	$24.26 - $25.61 $92,479 - $97,625	3,812 Added 14.86%	29,464 $753,000
Q3 2023 Oct 16, 2023	BUY	$24.41 - $25.28 $67,493 - $69,899	2,765 Added 12.08%	25,652 $626,000
Q2 2023 Jul 11, 2023	BUY	$24.9 - $25.77 $107,119 - $110,862	4,302 Added 23.15%	22,887 $575,000
Q1 2023 Apr 10, 2023	BUY	$24.96 - $25.8 $101,786 - $105,212	4,078 Added 28.11%	18,585 $475,000
Q4 2022 Jan 05, 2023	BUY	$24.12 - $25.25 $349,908 - $366,301	14,507 New	14,507 $364,000

Others Institutions Holding IBMQ

# of Institutions

184

Shares Held

18.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Capital Investment Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History