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United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

United Capital Financial Advisors’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.45M Buy
278,417
+78,430
+39% +$1.82M 0.04% 324
2026
Q1 		$4.65M Buy
199,987
+72,867
+57% +$1.7M 0.03% 369
2025
Q4 		$2.98M Buy
127,120
+11,743
+10% +$275K 0.02% 451
2025
Q3 		$2.71M Buy
115,377
+21,829
+23% +$510K 0.02% 404
2025
Q2 		$2.18M Buy
93,548
+7,066
+8% +$163K 0.02% 423
2025
Q1 		$2M Buy
86,482
+11,539
+15% +$265K 0.02% 428
2024
Q4 		$1.71M Buy
74,943
+21,542
+40% +$496K 0.01% 450
2024
Q3 		$1.26M Buy
53,401
+1,898
+4% +$44K 0.01% 495
2024
Q2 		$1.17M Buy
51,503
+1,526
+3% +$34.4K 0.01% 496
2024
Q1 		$1.14M Sell
49,977
-234
-0.5% -$5.34K 0.01% 530
2023
Q4 		$1.16M Sell
50,211
-12,939
-20% -$287K 0.01% 521
2023
Q3 		$1.38M Sell
63,150
-776
-1% -$17.3K 0.01% 467
2023
Q2 		$1.44M Sell
63,926
-1,255
-2% -$28.4K 0.01% 488
2023
Q1 		$1.49M Buy
65,181
+348
+0.5% +$7.86K 0.01% 498
2022
Q4 		$1.44M Sell
64,833
-1,191
-2% -$26.2K 0.01% 544
2022
Q3 		$1.44M Sell
66,024
-5,778
-8% -$132K 0.01% 532
2022
Q2 		$1.64M Sell
71,802
-5,236
-7% -$122K 0.01% 533
2022
Q1 		$1.89M Sell
77,038
-14,197
-16% -$358K 0.01% 531
2021
Q4 		$2.4M Buy
+91,235
New +$2.41M 0.01% 497
2020
Q4 		– Sell
-87,412
Closed -$2.36M – 1210
2020
Q3 		$2.36M Sell
87,412
-5,545
-6% -$151K 0.02% 464
2020
Q2 		$2.49M Sell
92,957
-15,679
-14% -$404K 0.02% 471
2020
Q1 		$2.62M Sell
108,636
-11,983
-10% -$305K 0.02% 450
2019
Q4 		$3.08M Buy
+120,619
New +$3.07M 0.02% 513

Other funds holding IBDU

SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 39% in Q2 2026, buying an estimated $1.82M and bringing the position to 278,417 shares worth $6.45M. The position accounts for 0.04% of the portfolio, ranked #324.

United Capital Financial Advisors first reported a position in IBDU in Q4 2019 and has held it in 23 quarters since. 386 funds tracked by Wall St. Rank hold IBDU as of Q2 2026.

  • United Capital Financial Advisors held 278,417 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $6.45M as of Q2 2026.
  • United Capital Financial Advisors bought 78,430 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2026, an estimated $1.82M.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #324 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2019 and has held it in 23 quarters since.
  • 386 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2026.

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