UCFA
IBDZ

United Capital Financial Advisors’s iShares iBonds Dec 2034 Term Corporate ETF IBDZ Stock Holding History

United Capital Financial Advisors’s Portfolio IBDZ Stock Details IBDZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
13,619
+2,424
+22% +$63.1K ﹤0.01% 1294
2026
Q1 		$291K Buy
11,195
+1,949
+21% +$51.4K ﹤0.01% 1361
2025
Q4 		$244K Buy
9,246
+1,107
+14% +$29.3K ﹤0.01% 1252
2025
Q3 		$215K Buy
8,139
+320
+4% +$8.38K ﹤0.01% 1131
2025
Q2 		$204K Buy
+7,819
New +$200K ﹤0.01% 1046

Other funds holding IBDZ

CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) stake by 22% in Q2 2026, buying an estimated $63.1K and bringing the position to 13,619 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

United Capital Financial Advisors first reported a position in IBDZ in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold IBDZ as of Q2 2026.

  • United Capital Financial Advisors held 13,619 shares of iShares iBonds Dec 2034 Term Corporate ETF worth $354K as of Q2 2026.
  • United Capital Financial Advisors bought 2,424 iShares iBonds Dec 2034 Term Corporate ETF shares in Q2 2026, an estimated $63.1K.
  • iShares iBonds Dec 2034 Term Corporate ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1294 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2034 Term Corporate ETF in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Corporate ETF as of Q2 2026.

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