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United Capital Financial Advisors’s iShares iBonds Dec 2027 Term Treasury ETF IBTH Stock Holding History

United Capital Financial Advisors’s Portfolio IBTH Stock Details IBTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.1M Buy
1,569,360
+88,157
+6% +$1.97M 0.19% 104
2026
Q1 		$33.2M Buy
1,481,203
+246,251
+20% +$5.53M 0.2% 96
2025
Q4 		$27.7M Buy
1,234,952
+431,540
+54% +$9.7M 0.17% 105
2025
Q3 		$18.1M Buy
803,412
+307,527
+62% +$6.9M 0.13% 139
2025
Q2 		$11.2M Buy
495,885
+203,622
+70% +$4.56M 0.09% 178
2025
Q1 		$6.55M Buy
292,263
+213,722
+272% +$4.76M 0.06% 237
2024
Q4 		$1.74M Buy
78,541
+37,869
+93% +$844K 0.01% 446
2024
Q3 		$921K Buy
40,672
+16,992
+72% +$381K 0.01% 561
2024
Q2 		$523K Buy
23,680
+12,728
+116% +$280K ﹤0.01% 703
2024
Q1 		$243K Buy
+10,952
New +$243K ﹤0.01% 951

Other funds holding IBTH

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
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2027 Term Treasury ETF (IBTH) stake by 6% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,569,360 shares worth $35.1M. The position accounts for 0.19% of the portfolio, ranked #104.

United Capital Financial Advisors first reported a position in IBTH in Q1 2024 and has held it in 10 quarters since. 310 funds tracked by Wall St. Rank hold IBTH as of Q2 2026.

  • United Capital Financial Advisors held 1,569,360 shares of iShares iBonds Dec 2027 Term Treasury ETF worth $35.1M as of Q2 2026.
  • United Capital Financial Advisors bought 88,157 iShares iBonds Dec 2027 Term Treasury ETF shares in Q2 2026, an estimated $1.97M.
  • iShares iBonds Dec 2027 Term Treasury ETF made up 0.19% of United Capital Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Treasury ETF as of Q2 2026.

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