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United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

United Capital Financial Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Buy
187,694
+17,678
+10% +$451K 0.03% 383
2026
Q1 		$4.34M Buy
170,016
+37,454
+28% +$961K 0.03% 381
2025
Q4 		$3.39M Buy
132,562
+13,383
+11% +$342K 0.02% 420
2025
Q3 		$3.06M Buy
119,179
+11,977
+11% +$306K 0.02% 377
2025
Q2 		$2.72M Buy
107,202
+66
+0.1% +$1.66K 0.02% 386
2025
Q1 		$2.71M Buy
107,136
+16,997
+19% +$429K 0.02% 369
2024
Q4 		$2.27M Buy
90,139
+6,167
+7% +$156K 0.02% 397
2024
Q3 		$2.15M Sell
83,972
-1,825
-2% -$46.3K 0.02% 403
2024
Q2 		$2.15M Sell
85,797
-5,345
-6% -$134K 0.02% 383
2024
Q1 		$2.3M Sell
91,142
-14,904
-14% -$379K 0.02% 402
2023
Q4 		$2.71M Buy
+106,046
New +$2.64M 0.02% 371

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) stake by 10% in Q2 2026, buying an estimated $451K and bringing the position to 187,694 shares worth $4.8M. The position accounts for 0.03% of the portfolio, ranked #383.

United Capital Financial Advisors first reported a position in IBMQ in Q4 2023 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IBMQ as of Q2 2026.

  • United Capital Financial Advisors held 187,694 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $4.8M as of Q2 2026.
  • United Capital Financial Advisors bought 17,678 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2026, an estimated $451K.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #383 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2026.

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