UCFA
IBTJ icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return