United Capital Financial Advisors’s iShares iBonds Dec 2033 Term Corporate ETF IBDY Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.6M	Buy
2025 Q4	$1.38M	Buy
2025 Q3	$399K	Buy
2025 Q2	$385K	Buy
2025 Q1	$241K	Buy
2024 Q4	$211K	Buy
2024 Q2	–	Sell
2024 Q1	$514K	Buy
2023 Q4	$509K	Buy