United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Muni Bond ETF IBMR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.71M	Buy	185,667 +17,617	+10%	+$447K	0.03%	389
2026 Q1	$4.25M	Buy	168,050 +37,731	+29%	+$965K	0.03%	386
2025 Q4	$3.31M	Buy	130,319 +17,060	+15%	+$434K	0.02%	425
2025 Q3	$2.89M	Buy	113,259 +14,557	+15%	+$370K	0.02%	388
2025 Q2	$2.49M	Buy	98,702 +1,691	+2%	+$42.2K	0.02%	399
2025 Q1	$2.43M	Buy	97,011 +20,648	+27%	+$518K	0.02%	386
2024 Q4	$1.91M	Buy	+76,363	New	+$1.92M	0.02%	424

Other funds holding IBMR

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) stake by 10% in Q2 2026, buying an estimated $447K and bringing the position to 185,667 shares worth $4.71M. The position accounts for 0.03% of the portfolio, ranked #389.

United Capital Financial Advisors first reported a position in IBMR in Q4 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold IBMR as of Q2 2026.

United Capital Financial Advisors held 185,667 shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $4.71M as of Q2 2026.
United Capital Financial Advisors bought 17,617 iShares iBonds Dec 2029 Term Muni Bond ETF shares in Q2 2026, an estimated $447K.
iShares iBonds Dec 2029 Term Muni Bond ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #389 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Muni Bond ETF as of Q2 2026.

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