UCFA
IBDQ

United Capital Financial Advisors’s iShares iBonds Dec 2025 Term Corporate ETF IBDQ Stock Holding History

United Capital Financial Advisors’s Portfolio IBDQ Stock Details IBDQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-252,649
Closed -$6.36M – 1385
2025
Q3 		$6.36M Buy
252,649
+8,163
+3% +$205K 0.05% 263
2025
Q2 		$6.16M Buy
244,486
+4,668
+2% +$117K 0.05% 253
2025
Q1 		$6.03M Buy
239,818
+6,737
+3% +$169K 0.05% 250
2024
Q4 		$5.84M Buy
233,081
+17,738
+8% +$444K 0.05% 240
2024
Q3 		$5.41M Buy
215,343
+13,754
+7% +$343K 0.04% 248
2024
Q2 		$5.01M Sell
201,589
-37,469
-16% -$928K 0.04% 258
2024
Q1 		$5.93M Buy
239,058
+69
+0% +$1.71K 0.05% 255
2023
Q4 		$5.92M Buy
238,989
+79,714
+50% +$1.95M 0.05% 266
2023
Q3 		$3.88M Buy
159,275
+1,348
+0.9% +$32.9K 0.03% 333
2023
Q2 		$3.85M Buy
157,927
+37,450
+31% +$917K 0.02% 352
2023
Q1 		$2.96M Sell
120,477
-17,243
-13% -$421K 0.02% 392
2022
Q4 		$3.35M Buy
137,720
+442
+0.3% +$10.7K 0.02% 390
2022
Q3 		$3.31M Sell
137,278
-6,906
-5% -$170K 0.02% 393
2022
Q2 		$3.56M Sell
144,184
-3,599
-2% -$89.6K 0.02% 396
2022
Q1 		$3.73M Sell
147,783
-18,626
-11% -$481K 0.02% 410
2021
Q4 		$4.4M Sell
166,409
-18,671
-10% -$496K 0.02% 388
2021
Q3 		$4.97M Buy
185,080
+4,090
+2% +$110K 0.02% 373
2021
Q2 		$4.88M Buy
180,990
+932
+0.5% +$25.1K 0.02% 381
2021
Q1 		$4.83M Buy
180,058
+890
+0.5% +$24.1K 0.03% 365
2020
Q4 		$4.9M Buy
179,168
+64,904
+57% +$1.77M 0.03% 359
2020
Q3 		$3.1M Sell
114,264
-3,345
-3% -$90.8K 0.02% 422
2020
Q2 		$3.17M Sell
117,609
-23,364
-17% -$613K 0.02% 430
2020
Q1 		$3.52M Sell
140,973
-4,657
-3% -$120K 0.03% 395
2019
Q4 		$3.78M Buy
145,630
+12,701
+10% +$329K 0.02% 473
2019
Q3 		$3.44M Sell
132,929
-8,607
-6% -$221K 0.02% 488
2019
Q2 		$3.63M Buy
141,536
+6,324
+5% +$158K 0.02% 479
2019
Q1 		$3.36M Sell
135,212
-28,709
-18% -$698K 0.02% 486
2018
Q4 		$3.87M Sell
163,921
-125,051
-43% -$2.96M 0.03% 425
2018
Q3 		$6.91M Sell
288,972
-211,528
-42% -$5.08M 0.05% 370
2018
Q2 		$12M Sell
500,500
-8,648
-2% -$207K 0.09% 264
2018
Q1 		$12.4M Buy
509,148
+5,467
+1% +$134K 0.09% 244
2017
Q4 		$12.6M Buy
503,681
+2,225
+0.4% +$55.8K 0.1% 251
2017
Q3 		$12.6M Buy
501,456
+12,940
+3% +$325K 0.11% 233
2017
Q2 		$12.2M Buy
488,516
+35,723
+8% +$890K 0.11% 225
2017
Q1 		$11.2M Buy
452,793
+22,148
+5% +$543K 0.1% 234
2016
Q4 		$10.5M Buy
430,645
+15,638
+4% +$388K 0.1% 241
2016
Q3 		$10.6M Buy
415,007
+23,474
+6% +$601K 0.1% 236
2016
Q2 		$10.2M Buy
391,533
+10,986
+3% +$276K 0.1% 230
2016
Q1 		$9.46M Buy
380,547
+7,523
+2% +$182K 0.1% 214
2015
Q4 		$8.94M Buy
+373,024
New +$9M 0.1% 217

Other funds holding IBDQ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

United Capital Financial Advisors's IBDQ Position: Q4 2025 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) in Q4 2025, closing a stake of 252,649 shares — an estimated $6.36M sold.

United Capital Financial Advisors first reported a position in IBDQ in Q4 2015 and held it in 40 quarters. The position peaked at $12.6M in Q4 2017. 3 funds tracked by Wall St. Rank hold IBDQ as of Q4 2025.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Corporate ETF position as of Q4 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 252,649 iShares iBonds Dec 2025 Term Corporate ETF shares in Q4 2025, an estimated $6.36M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Corporate ETF in Q4 2015 and held it in 40 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2025 Term Corporate ETF position peaked at $12.6M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Corporate ETF as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.