United Capital Financial Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$27.6M	Buy	1,273,661 +75,731	+6%	+$1.64M	0.15%	128
2026 Q1	$26.1M	Buy	1,197,930 +142,547	+14%	+$3.13M	0.16%	120
2025 Q4	$23.2M	Buy	1,055,383 +250,246	+31%	+$5.5M	0.14%	130
2025 Q3	$17.7M	Buy	805,137 +318,717	+66%	+$6.97M	0.13%	142
2025 Q2	$10.7M	Buy	486,420 +203,477	+72%	+$4.43M	0.09%	185
2025 Q1	$6.16M	Buy	282,943 +218,883	+342%	+$4.7M	0.05%	246
2024 Q4	$1.37M	Buy	64,060 +36,928	+136%	+$796K	0.01%	493
2024 Q3	$600K	Buy	27,132 +14,084	+108%	+$308K	﹤0.01%	682
2024 Q2	$279K	Buy	+13,048	New	+$277K	﹤0.01%	878

Other funds holding IBTJ

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 6.3% in Q2 2026, buying an estimated $1.64M and bringing the position to 1,273,661 shares worth $27.6M. The position accounts for 0.15% of the portfolio, ranked #128.

United Capital Financial Advisors first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

United Capital Financial Advisors held 1,273,661 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $27.6M as of Q2 2026.
United Capital Financial Advisors bought 75,731 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.64M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.15% of United Capital Financial Advisors's portfolio in Q2 2026, its #128 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

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