United Capital Financial Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
674,775
+318,223
| +89% | +$7.3M | 0.12% | 136 |
|
|
2025
Q1 | $8.18M | Buy |
356,552
+219,193
| +160% | +$5.03M | 0.07% | 210 |
|
|
2024
Q4 | $3.13M | Buy |
137,359
+100,170
| +269% | +$2.28M | 0.03% | 334 |
|
|
2024
Q3 | $858K | Buy |
37,189
+6,916
| +23% | +$160K | 0.01% | 582 |
|
|
2024
Q2 | $686K | Buy |
30,273
+8,843
| +41% | +$200K | 0.01% | 620 |
|
|
2024
Q1 | $487K | Buy |
+21,430
| New | +$487K | ﹤0.01% | 737 |
|