UCFA
IBTE

United Capital Financial Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

United Capital Financial Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,475
Closed -$635K – 1115
2024
Q3 		$635K Buy
26,475
+3,330
+14% +$79.7K 0.01% 665
2024
Q2 		$555K Sell
23,145
-13,591
-37% -$325K ﹤0.01% 682
2024
Q1 		$879K Buy
36,736
+24,175
+192% +$578K 0.01% 588
2023
Q4 		$300K Buy
+12,561
New +$299K ﹤0.01% 867

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

United Capital Financial Advisors's IBTE Position: Q4 2024 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 26,475 shares — an estimated $635K sold.

United Capital Financial Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $879K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,475 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $635K.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $879K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.