United Capital Financial Advisors
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United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

United Capital Financial Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.83M Buy
365,074
+85,910
+31% +$2.08M 0.05% 273
2026
Q1 		$6.76M Buy
279,164
+109,298
+64% +$2.65M 0.04% 304
2025
Q4 		$4.12M Buy
169,866
+47,365
+39% +$1.15M 0.02% 383
2025
Q3 		$2.98M Buy
122,501
+17,405
+17% +$422K 0.02% 382
2025
Q2 		$2.55M Buy
105,096
+1,336
+1% +$32.2K 0.02% 396
2025
Q1 		$2.51M Buy
103,760
+11,271
+12% +$271K 0.02% 381
2024
Q4 		$2.22M Buy
92,489
+15,589
+20% +$375K 0.02% 403
2024
Q3 		$1.87M Buy
76,900
+3,092
+4% +$74.5K 0.02% 434
2024
Q2 		$1.75M Buy
73,808
+1,147
+2% +$27.1K 0.02% 430
2024
Q1 		$1.73M Buy
72,661
+74
+0.1% +$1.76K 0.01% 457
2023
Q4 		$1.74M Sell
72,587
-3,325
-4% -$77.6K 0.01% 445
2023
Q3 		$1.76M Sell
75,912
-2,671
-3% -$62.3K 0.01% 441
2023
Q2 		$1.85M Buy
78,583
+4,153
+6% +$98.3K 0.01% 455
2023
Q1 		$1.77M Sell
74,430
-4,553
-6% -$107K 0.01% 473
2022
Q4 		$1.85M Buy
78,983
+3,503
+5% +$81.2K 0.01% 497
2022
Q3 		$1.74M Buy
75,480
+3,851
+5% +$92K 0.01% 500
2022
Q2 		$1.71M Sell
71,629
-5,315
-7% -$128K 0.01% 521
2022
Q1 		$1.92M Sell
76,944
-13,914
-15% -$357K 0.01% 523
2021
Q4 		$2.41M Sell
90,858
-3,566
-4% -$95K 0.01% 496
2021
Q3 		$2.55M Sell
94,424
-5,510
-6% -$150K 0.01% 478
2021
Q2 		$2.7M Sell
99,934
-2,212
-2% -$59.6K 0.01% 481
2021
Q1 		$2.73M Sell
102,146
-1,705
-2% -$46.4K 0.02% 453
2020
Q4 		$2.86M Buy
103,851
+10,209
+11% +$279K 0.02% 441
2020
Q3 		$2.54M Sell
93,642
-3,881
-4% -$106K 0.02% 449
2020
Q2 		$2.63M Sell
97,523
-16,645
-15% -$433K 0.02% 462
2020
Q1 		$2.8M Sell
114,168
-7,194
-6% -$186K 0.02% 433
2019
Q4 		$3.16M Sell
121,362
-5,079
-4% -$132K 0.02% 506
2019
Q3 		$3.28M Sell
126,441
-9,127
-7% -$235K 0.02% 496
2019
Q2 		$3.46M Buy
135,568
+7,183
+6% +$178K 0.02% 488
2019
Q1 		$3.15M Sell
128,385
-19,713
-13% -$471K 0.02% 500
2018
Q4 		$3.46M Sell
148,098
-129,505
-47% -$3.01M 0.03% 441
2018
Q3 		$6.54M Sell
277,603
-235,616
-46% -$5.58M 0.05% 385
2018
Q2 		$12.1M Sell
513,219
-14,110
-3% -$333K 0.09% 263
2018
Q1 		$12.7M Sell
527,329
-2,885
-0.5% -$70K 0.1% 238
2017
Q4 		$13.2M Buy
+530,214
New +$13.2M 0.1% 237

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HM Payson & Co
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SVWAG
Sound View Wealth Advisors Group Savannah, Georgia $1.61B AUM 26.11% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 31% in Q2 2026, buying an estimated $2.08M and bringing the position to 365,074 shares worth $8.83M. The position accounts for 0.05% of the portfolio, ranked #273.

United Capital Financial Advisors first reported a position in IBDS in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.2M in Q4 2017. 416 funds tracked by Wall St. Rank hold IBDS as of Q2 2026.

  • United Capital Financial Advisors held 365,074 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $8.83M as of Q2 2026.
  • United Capital Financial Advisors bought 85,910 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2026, an estimated $2.08M.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #273 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2017 and has held it in 35 quarters since.
  • United Capital Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $13.2M in Q4 2017.
  • 416 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2026.

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