United Capital Financial Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.14M	Buy	281,940 +82,426	+41%	+$1.8M	0.03%	335
2026 Q1	$4.36M	Buy	199,514 +81,389	+69%	+$1.79M	0.03%	380
2025 Q4	$2.61M	Buy	118,125 +36,535	+45%	+$808K	0.02%	474
2025 Q3	$1.81M	Buy	81,590 +4,994	+7%	+$110K	0.01%	492
2025 Q2	$1.68M	Buy	76,596 +6,376	+9%	+$138K	0.01%	478
2025 Q1	$1.53M	Buy	70,220 +3,910	+6%	+$84K	0.01%	472
2024 Q4	$1.42M	Buy	66,310 +2,299	+4%	+$49.7K	0.01%	489
2024 Q3	$1.42M	Buy	64,011 +955	+2%	+$20.8K	0.01%	468
2024 Q2	$1.34M	Sell	63,056 -958	-1%	-$20.2K	0.01%	470
2024 Q1	$1.37M	Sell	64,014 -415	-0.6%	-$8.87K	0.01%	500
2023 Q4	$1.39M	Sell	64,429 -3,711	-5%	-$76.7K	0.01%	489
2023 Q3	$1.39M	Sell	68,140 -6,173	-8%	-$129K	0.01%	466
2023 Q2	$1.58M	Sell	74,313 -2,679	-3%	-$57.1K	0.01%	472
2023 Q1	$1.66M	Sell	76,992 -5,059	-6%	-$108K	0.01%	479
2022 Q4	$1.71M	Buy	+82,051	New	+$1.69M	0.01%	506

Other funds holding IBDV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

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

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

United Capital Financial Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 41% in Q2 2026, buying an estimated $1.8M and bringing the position to 281,940 shares worth $6.14M. The position accounts for 0.03% of the portfolio, ranked #335.

United Capital Financial Advisors first reported a position in IBDV in Q4 2022 and has held it in 15 quarters since. 349 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

United Capital Financial Advisors held 281,940 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $6.14M as of Q2 2026.
United Capital Financial Advisors bought 82,426 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $1.8M.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #335 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q4 2022 and has held it in 15 quarters since.
349 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

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