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 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 $12.7B AUM 17.41% 1-Year Est. Return

CIA

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

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

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

CAI

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

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

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2032 Term Corporate ETF (IBDX) stake by 8.2% in Q1 2026, buying an estimated $138K and bringing the position to 70,964 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #578.

United Capital Financial Advisors first reported a position in IBDX in Q4 2023 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold IBDX as of Q1 2026.

United Capital Financial Advisors held 70,964 shares of iShares iBonds Dec 2032 Term Corporate ETF worth $1.79M as of Q1 2026.
United Capital Financial Advisors bought 5,404 iShares iBonds Dec 2032 Term Corporate ETF shares in Q1 2026, an estimated $138K.
iShares iBonds Dec 2032 Term Corporate ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #578 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 9 quarters since.
221 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Corporate ETF as of Q1 2026.

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