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 New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B 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 $9.99B 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 14% in Q1 2026, buying an estimated $3.13M and bringing the position to 1,197,930 shares worth $26.1M. The position accounts for 0.16% of the portfolio, ranked #120.

United Capital Financial Advisors first reported a position in IBTJ in Q2 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

United Capital Financial Advisors held 1,197,930 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $26.1M as of Q1 2026.
United Capital Financial Advisors bought 142,547 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $3.13M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.16% of United Capital Financial Advisors's portfolio in Q1 2026, its #120 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 8 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

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