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 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

United Capital Financial Advisors's IBTI Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2028 Term Treasury ETF (IBTI) stake by 13% in Q1 2026, buying an estimated $3.07M and bringing the position to 1,181,634 shares worth $26.3M. The position accounts for 0.16% of the portfolio, ranked #118.

United Capital Financial Advisors first reported a position in IBTI in Q1 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold IBTI as of Q1 2026.

United Capital Financial Advisors held 1,181,634 shares of iShares iBonds Dec 2028 Term Treasury ETF worth $26.3M as of Q1 2026.
United Capital Financial Advisors bought 137,223 iShares iBonds Dec 2028 Term Treasury ETF shares in Q1 2026, an estimated $3.07M.
iShares iBonds Dec 2028 Term Treasury ETF made up 0.16% of United Capital Financial Advisors's portfolio in Q1 2026, its #118 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 9 quarters since.
250 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.