UCFA
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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
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 $6.93B AUM 28.92% 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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return