United Capital Financial Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Buy |
651,802
+274,935
| +73% | +$6.42M | 0.12% | 139 |
|
|
2025
Q1 | $8.81M | Buy |
376,867
+212,898
| +130% | +$4.98M | 0.08% | 201 |
|
|
2024
Q4 | $3.82M | Buy |
163,969
+43,336
| +36% | +$1.01M | 0.03% | 300 |
|
|
2024
Q3 | $2.83M | Buy |
120,633
+5,750
| +5% | +$135K | 0.02% | 350 |
|
|
2024
Q2 | $2.67M | Sell |
114,883
-41,763
| -27% | -$970K | 0.02% | 349 |
|
|
2024
Q1 | $3.64M | Buy |
156,646
+11,423
| +8% | +$265K | 0.03% | 326 |
|
|
2023
Q4 | $3.38M | Buy |
+145,223
| New | +$3.38M | 0.03% | 337 |
|