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United Capital Financial Advisors’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

United Capital Financial Advisors’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
441,512
+69,032
+19% +$1.67M 0.06% 242
2026
Q1 		$9.03M Buy
372,480
+69,525
+23% +$1.68M 0.06% 257
2025
Q4 		$7.34M Buy
302,955
+46,540
+18% +$1.13M 0.04% 293
2025
Q3 		$6.23M Buy
256,415
+34,465
+16% +$835K 0.04% 267
2025
Q2 		$5.38M Buy
221,950
+8,127
+4% +$196K 0.04% 272
2025
Q1 		$5.18M Buy
213,823
+16,057
+8% +$387K 0.04% 269
2024
Q4 		$4.76M Buy
197,766
+18,618
+10% +$449K 0.04% 267
2024
Q3 		$4.35M Buy
179,148
+17,864
+11% +$430K 0.04% 289
2024
Q2 		$3.84M Sell
161,284
-3,822
-2% -$90.8K 0.03% 303
2024
Q1 		$3.94M Buy
165,106
+2,179
+1% +$51.9K 0.03% 312
2023
Q4 		$3.89M Sell
162,927
-5,032
-3% -$118K 0.03% 322
2023
Q3 		$3.92M Sell
167,959
-2,778
-2% -$65K 0.03% 331
2023
Q2 		$4.01M Buy
170,737
+33,519
+24% +$792K 0.02% 348
2023
Q1 		$3.26M Buy
137,218
+23,986
+21% +$565K 0.02% 376
2022
Q4 		$2.64M Sell
113,232
-501
-0.4% -$11.6K 0.01% 432
2022
Q3 		$2.63M Sell
113,733
-422
-0.4% -$10.1K 0.02% 425
2022
Q2 		$2.72M Buy
114,155
+3,739
+3% +$89.9K 0.01% 437
2022
Q1 		$2.72M Sell
110,416
-15,659
-12% -$396K 0.01% 466
2021
Q4 		$3.29M Buy
126,075
+1,455
+1% +$38.1K 0.02% 448
2021
Q3 		$3.3M Buy
124,620
+2,619
+2% +$69.7K 0.02% 440
2021
Q2 		$3.25M Buy
122,001
+4,252
+4% +$113K 0.02% 447
2021
Q1 		$3.1M Buy
117,749
+368
+0.3% +$9.84K 0.02% 427
2020
Q4 		$3.18M Buy
117,381
+14,915
+15% +$401K 0.02% 419
2020
Q3 		$2.75M Sell
102,466
-4,386
-4% -$118K 0.02% 436
2020
Q2 		$2.85M Sell
106,852
-17,201
-14% -$444K 0.02% 451
2020
Q1 		$3.04M Sell
124,053
-4,318
-3% -$110K 0.03% 414
2019
Q4 		$3.28M Sell
128,371
-3,440
-3% -$87.5K 0.02% 497
2019
Q3 		$3.36M Sell
131,811
-9,005
-6% -$228K 0.02% 493
2019
Q2 		$3.53M Buy
140,816
+5,771
+4% +$141K 0.02% 485
2019
Q1 		$3.27M Sell
135,045
-24,302
-15% -$575K 0.02% 493
2018
Q4 		$3.67M Sell
159,347
-125,703
-44% -$2.89M 0.03% 433
2018
Q3 		$6.64M Sell
285,050
-224,566
-44% -$5.25M 0.05% 381
2018
Q2 		$11.9M Sell
509,616
-13,848
-3% -$323K 0.09% 267
2018
Q1 		$12.4M Buy
523,464
+777
+0.1% +$18.6K 0.09% 242
2017
Q4 		$12.8M Sell
522,687
-425
-0.1% -$10.4K 0.1% 249
2017
Q3 		$12.9M Buy
523,112
+10,593
+2% +$261K 0.11% 228
2017
Q2 		$12.5M Buy
512,519
+33,995
+7% +$829K 0.11% 215
2017
Q1 		$11.5M Buy
478,524
+11,802
+3% +$283K 0.11% 224
2016
Q4 		$11.2M Buy
+466,722
New +$11.4M 0.11% 222

Other funds holding IBDR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

United Capital Financial Advisors's IBDR Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) stake by 19% in Q2 2026, buying an estimated $1.67M and bringing the position to 441,512 shares worth $10.7M. The position accounts for 0.06% of the portfolio, ranked #242.

United Capital Financial Advisors first reported a position in IBDR in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.9M in Q3 2017. 422 funds tracked by Wall St. Rank hold IBDR as of Q2 2026.

  • United Capital Financial Advisors held 441,512 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $10.7M as of Q2 2026.
  • United Capital Financial Advisors bought 69,032 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2026, an estimated $1.67M.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.06% of United Capital Financial Advisors's portfolio in Q2 2026, its #242 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2016 and has held it in 39 quarters since.
  • United Capital Financial Advisors's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $12.9M in Q3 2017.
  • 422 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.