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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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: Q1 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 69% in Q1 2026, buying an estimated $1.79M and bringing the position to 199,514 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #380.

United Capital Financial Advisors first reported a position in IBDV in Q4 2022 and has held it in 14 quarters since. 335 funds tracked by Wall St. Rank hold IBDV as of Q1 2026.

  • United Capital Financial Advisors held 199,514 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.36M as of Q1 2026.
  • United Capital Financial Advisors bought 81,389 iShares iBonds Dec 2030 Term Corporate ETF shares in Q1 2026, an estimated $1.79M.
  • iShares iBonds Dec 2030 Term Corporate ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #380 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 14 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q1 2026.

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