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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7M	Buy	486,420 +203,477	+72%	+$4.46M	0.09%	184
2025 Q1	$6.16M	Buy	282,943 +218,883	+342%	+$4.77M	0.05%	245
2024 Q4	$1.37M	Buy	64,060 +36,928	+136%	+$788K	0.01%	489
2024 Q3	$600K	Buy	27,132 +14,084	+108%	+$311K	﹤0.01%	682
2024 Q2	$279K	Buy	+13,048	New	+$279K	﹤0.01%	872