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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
Q2 		$43.7M Buy
1,908,680
+48,701
+3% +$1.11M 0.24% 78
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 0.12% 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 $7.54B AUM 31.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

United Capital Financial Advisors's IBTG Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 2.6% in Q2 2026, buying an estimated $1.11M and bringing the position to 1,908,680 shares worth $43.7M. The position accounts for 0.24% of the portfolio, ranked #78.

United Capital Financial Advisors first reported a position in IBTG in Q1 2024 and has held it in 10 quarters since. 317 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

  • United Capital Financial Advisors held 1,908,680 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $43.7M as of Q2 2026.
  • United Capital Financial Advisors bought 48,701 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $1.11M.
  • iShares iBonds Dec 2026 Term Treasury ETF made up 0.24% of United Capital Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.