United Capital Financial Advisors’s iShares iBonds Dec 2032 Term Corporate ETF IBDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24M	Buy	89,169 +18,205	+26%	+$459K	0.01%	552
2026 Q1	$1.79M	Buy	70,964 +5,404	+8%	+$138K	0.01%	578
2025 Q4	$1.67M	Buy	65,560 +6,468	+11%	+$166K	0.01%	581
2025 Q3	$1.51M	Buy	59,092 +3,082	+6%	+$78.2K	0.01%	529
2025 Q2	$1.42M	Buy	56,010 +2,652	+5%	+$65.8K	0.01%	512
2025 Q1	$1.33M	Buy	53,358 +44,156	+480%	+$1.09M	0.01%	508
2024 Q4	$226K	Buy	9,202 +596	+7%	+$14.9K	﹤0.01%	978
2024 Q3	$221K	Buy	+8,606	New	+$217K	﹤0.01%	977
2024 Q2	–	Sell	-18,126	Closed	-$450K	–	1067
2024 Q1	$450K	Buy	18,126 +506	+3%	+$12.5K	﹤0.01%	760
2023 Q4	$445K	Buy	+17,620	New	+$420K	﹤0.01%	754

Other funds holding IBDX

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CIA

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

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

CAI

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 26% in Q2 2026, buying an estimated $459K and bringing the position to 89,169 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #552.

United Capital Financial Advisors first reported a position in IBDX in Q4 2023 and has held it in 10 quarters since. 229 funds tracked by Wall St. Rank hold IBDX as of Q2 2026.

United Capital Financial Advisors held 89,169 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $2.24M as of Q2 2026.
United Capital Financial Advisors bought 18,205 iShares iBonds Dec 2032 Term Corporate ETF shares in Q2 2026, an estimated $459K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #552 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
229 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q2 2026.

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