United Capital Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$30.5M	Buy
2025 Q2	$15.5M	Buy
2025 Q1	$8.18M	Buy
2024 Q4	$3.13M	Buy
2024 Q3	$858K	Buy
2024 Q2	$686K	Buy
2024 Q1	$487K	Buy