United Capital Financial Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Buy	141,633 +70,373	+99%	+$1.4M	0.02%	375
2025 Q1	$1.4M	Buy	71,260 +58,821	+473%	+$1.16M	0.01%	491
2024 Q4	$239K	Buy	+12,439	New	+$239K	﹤0.01%	957