United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

United Capital Financial Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.91M	Buy	193,845 +73,290	+61%	+$1.86M	0.03%	360
2025 Q4	$3.07M	Buy	120,555 +10,341	+9%	+$263K	0.02%	443
2025 Q3	$2.81M	Buy	110,214 +20,167	+22%	+$513K	0.02%	396
2025 Q2	$2.29M	Buy	90,047 +5,312	+6%	+$134K	0.02%	416
2025 Q1	$2.14M	Buy	84,735 +10,854	+15%	+$272K	0.02%	415
2024 Q4	$1.84M	Buy	73,881 +6,995	+10%	+$176K	0.02%	435
2024 Q3	$1.71M	Buy	66,886 +2,864	+4%	+$72.2K	0.01%	449
2024 Q2	$1.59M	Buy	64,022 +2,692	+4%	+$66.4K	0.01%	448
2024 Q1	$1.53M	Buy	61,330 +3,041	+5%	+$75.7K	0.01%	479
2023 Q4	$1.46M	Buy	58,289 +364	+0.6%	+$8.84K	0.01%	476
2023 Q3	$1.39M	Sell	57,925 -2,859	-5%	-$69.6K	0.01%	465
2023 Q2	$1.49M	Sell	60,784 -2,255	-4%	-$55.8K	0.01%	482
2023 Q1	$1.57M	Buy	63,039 +282	+0.4%	+$6.96K	0.01%	486
2022 Q4	$1.52M	Buy	62,757 +2,447	+4%	+$59K	0.01%	532
2022 Q3	$1.44M	Sell	60,310 -5,402	-8%	-$135K	0.01%	534
2022 Q2	$1.64M	Sell	65,712 -4,847	-7%	-$123K	0.01%	534
2022 Q1	$1.86M	Sell	70,559 -12,940	-15%	-$352K	0.01%	536
2021 Q4	$2.36M	Sell	83,499 -3,620	-4%	-$103K	0.01%	499
2021 Q3	$2.5M	Sell	87,119 -4,111	-5%	-$119K	0.01%	482
2021 Q2	$2.64M	Sell	91,230 -1,791	-2%	-$51.3K	0.01%	484
2021 Q1	$2.63M	Sell	93,021 -1,021	-1%	-$29.5K	0.01%	458
2020 Q4	$2.78M	Buy	94,042 +10,169	+12%	+$298K	0.02%	446
2020 Q3	$2.44M	Sell	83,873 -3,920	-4%	-$115K	0.02%	456
2020 Q2	$2.53M	Sell	87,793 -14,302	-14%	-$398K	0.02%	466
2020 Q1	$2.68M	Sell	102,095 -7,936	-7%	-$219K	0.02%	445
2019 Q4	$3.05M	Buy	110,031 +886	+0.8%	+$24.6K	0.02%	518
2019 Q3	$3.03M	Sell	109,145 -11,635	-10%	-$320K	0.02%	510
2019 Q2	$3.28M	Buy	120,780 +8,857	+8%	+$233K	0.02%	502
2019 Q1	$2.93M	Sell	111,923 -4,906	-4%	-$125K	0.02%	517
2018 Q4	$2.91M	Buy	+116,829	New	+$2.9M	0.02%	473

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's IBDT Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 61% in Q1 2026, buying an estimated $1.86M and bringing the position to 193,845 shares worth $4.91M. The position accounts for 0.03% of the portfolio, ranked #360.

United Capital Financial Advisors first reported a position in IBDT in Q4 2018 and has held it in 30 quarters since. 421 funds tracked by Wall St. Rank hold IBDT as of Q1 2026.

United Capital Financial Advisors held 193,845 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $4.91M as of Q1 2026.
United Capital Financial Advisors bought 73,290 iShares iBonds Dec 2028 Term Corporate ETF shares in Q1 2026, an estimated $1.86M.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #360 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2018 and has held it in 30 quarters since.
421 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.