United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
486,873
+203,806
| +72% | +$4.56M | 0.09% | 180 |
|
|
2025
Q1 | $6.3M | Buy |
283,067
+217,694
| +333% | +$4.84M | 0.05% | 243 |
|
|
2024
Q4 | $1.43M | Buy |
65,373
+31,254
| +92% | +$684K | 0.01% | 482 |
|
|
2024
Q3 | $768K | Buy |
34,119
+13,815
| +68% | +$311K | 0.01% | 604 |
|
|
2024
Q2 | $443K | Buy |
20,304
+9,223
| +83% | +$201K | ﹤0.01% | 729 |
|
|
2024
Q1 | $243K | Buy |
+11,081
| New | +$243K | ﹤0.01% | 943 |
|