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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Buy	62,566 +647	+1%	+$16.7K	0.01%	633
2026 Q1	$1.6M	Buy	61,919 +9,138	+17%	+$239K	0.01%	617
2025 Q4	$1.38M	Buy	52,781 +37,581	+247%	+$985K	0.01%	636
2025 Q3	$399K	Buy	15,200 +323	+2%	+$8.38K	﹤0.01%	937
2025 Q2	$385K	Buy	14,877 +5,437	+58%	+$138K	﹤0.01%	852
2025 Q1	$241K	Buy	9,440 +1,032	+12%	+$26.1K	﹤0.01%	955
2024 Q4	$211K	Buy	+8,408	New	+$215K	﹤0.01%	1002
2024 Q2	–	Sell	-20,167	Closed	-$514K	–	1068
2024 Q1	$514K	Buy	20,167 +494	+3%	+$12.6K	﹤0.01%	731
2023 Q4	$509K	Buy	+19,673	New	+$481K	﹤0.01%	721

Other funds holding IBDY

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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

CAI

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

SIC

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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2033 Term Corporate ETF (IBDY) stake by 1% in Q2 2026, buying an estimated $16.7K and bringing the position to 62,566 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #633.

United Capital Financial Advisors first reported a position in IBDY in Q4 2023 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold IBDY as of Q2 2026.

United Capital Financial Advisors held 62,566 shares of iShares iBonds Dec 2033 Term Corporate ETF worth $1.61M as of Q2 2026.
United Capital Financial Advisors bought 647 iShares iBonds Dec 2033 Term Corporate ETF shares in Q2 2026, an estimated $16.7K.
iShares iBonds Dec 2033 Term Corporate ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #633 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2033 Term Corporate ETF in Q4 2023 and has held it in 9 quarters since.
168 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Corporate ETF as of Q2 2026.

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