UCFA
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.6M Buy
1,859,979
+173,679
+10% +$3.98M 0.26% 74
2025
Q4 		$38.6M Buy
1,686,300
+355,270
+27% +$8.14M 0.23% 87
2025
Q3 		$30.5M Buy
1,331,030
+656,255
+97% +$15M 0.22% 89
2025
Q2 		$15.5M Buy
674,775
+318,223
+89% +$7.28M 0.13% 137
2025
Q1 		$8.18M Buy
356,552
+219,193
+160% +$5.01M 0.07% 211
2024
Q4 		$3.13M Buy
137,359
+100,170
+269% +$2.29M 0.03% 336
2024
Q3 		$858K Buy
37,189
+6,916
+23% +$158K 0.01% 582
2024
Q2 		$686K Buy
30,273
+8,843
+41% +$200K 0.01% 626
2024
Q1 		$487K Buy
+21,430
New +$488K ﹤0.01% 743

Other funds holding IBTG

HPC
HM Payson & Co Portland, Maine $6.93B AUM 28.92% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return