UCFA
IBTF

United Capital Financial Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

United Capital Financial Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,001,688
Closed -$23.4M – 1387
2025
Q3 		$23.4M Buy
1,001,688
+349,886
+54% +$8.16M 0.17% 113
2025
Q2 		$15.2M Buy
651,802
+274,935
+73% +$6.41M 0.12% 140
2025
Q1 		$8.81M Buy
376,867
+212,898
+130% +$4.97M 0.08% 202
2024
Q4 		$3.82M Buy
163,969
+43,336
+36% +$1.01M 0.03% 301
2024
Q3 		$2.83M Buy
120,633
+5,750
+5% +$134K 0.02% 350
2024
Q2 		$2.67M Sell
114,883
-41,763
-27% -$967K 0.02% 350
2024
Q1 		$3.64M Buy
156,646
+11,423
+8% +$266K 0.03% 327
2023
Q4 		$3.38M Buy
+145,223
New +$3.36M 0.03% 337

Other funds holding IBTF

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return

United Capital Financial Advisors's IBTF Position: Q4 2025 in Review

United Capital Financial Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q4 2025, closing a stake of 1,001,688 shares — an estimated $23.4M sold.

United Capital Financial Advisors first reported a position in IBTF in Q4 2023 and held it in 8 quarters. The position peaked at $23.4M in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTF as of Q4 2025.

  • United Capital Financial Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,001,688 iShares iBonds Dec 2025 Term Treasury ETF shares in Q4 2025, an estimated $23.4M.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 8 quarters.
  • United Capital Financial Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $23.4M in Q3 2025.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q4 2025.

Based on United Capital Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.