United Capital Financial Advisors’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

United Capital Financial Advisors’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28M	Buy	1,264,630 +82,996	+7%	+$1.84M	0.15%	127
2026 Q1	$26.3M	Buy	1,181,634 +137,223	+13%	+$3.07M	0.16%	118
2025 Q4	$23.4M	Buy	1,044,411 +246,570	+31%	+$5.52M	0.14%	127
2025 Q3	$17.9M	Buy	797,841 +310,968	+64%	+$6.94M	0.13%	141
2025 Q2	$10.9M	Buy	486,873 +203,806	+72%	+$4.53M	0.09%	181
2025 Q1	$6.3M	Buy	283,067 +217,694	+333%	+$4.79M	0.05%	244
2024 Q4	$1.43M	Buy	65,373 +31,254	+92%	+$689K	0.01%	485
2024 Q3	$768K	Buy	34,119 +13,815	+68%	+$308K	0.01%	604
2024 Q2	$443K	Buy	20,304 +9,223	+83%	+$200K	﹤0.01%	735
2024 Q1	$243K	Buy	+11,081	New	+$244K	﹤0.01%	949

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 7% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,264,630 shares worth $28M. The position accounts for 0.15% of the portfolio, ranked #127.

United Capital Financial Advisors first reported a position in IBTI in Q1 2024 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold IBTI as of Q2 2026.

United Capital Financial Advisors held 1,264,630 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $28M as of Q2 2026.
United Capital Financial Advisors bought 82,996 iShares iBonds Dec 2028 Term Treasury ETF shares in Q2 2026, an estimated $1.84M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.15% of United Capital Financial Advisors's portfolio in Q2 2026, its #127 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q2 2026.

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