United Capital Financial Advisors’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.93M	Buy	92,324 +8,345	+10%	+$176K	0.01%	560
2025 Q4	$1.78M	Buy	83,979 +5,702	+7%	+$121K	0.01%	562
2025 Q3	$1.66M	Sell	78,277 -155	-0.2%	-$3.27K	0.01%	511
2025 Q2	$1.65M	Buy	78,432 +5,438	+7%	+$112K	0.01%	483
2025 Q1	$1.51M	Buy	72,994 +2,563	+4%	+$52.6K	0.01%	478
2024 Q4	$1.43M	Buy	70,431 +5,915	+9%	+$122K	0.01%	484
2024 Q3	$1.37M	Buy	64,516 +1,081	+2%	+$22.5K	0.01%	474
2024 Q2	$1.29M	Sell	63,435 -13,270	-17%	-$268K	0.01%	477
2024 Q1	$1.57M	Sell	76,705 -545	-0.7%	-$11.1K	0.01%	475
2023 Q4	$1.6M	Buy	+77,250	New	+$1.52M	0.01%	462

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

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

CIA

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3B AUM 24.41% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 9.9% in Q1 2026, buying an estimated $176K and bringing the position to 92,324 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #560.

United Capital Financial Advisors first reported a position in IBDW in Q4 2023 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

United Capital Financial Advisors held 92,324 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.93M as of Q1 2026.
United Capital Financial Advisors bought 8,345 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $176K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #560 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

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