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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.4M	Buy	1,236,306 +312,078	+34%	+$6.19M	0.15%	125
2025 Q4	$18.3M	Buy	924,228 +689,708	+294%	+$13.7M	0.11%	158
2025 Q3	$4.66M	Buy	234,520 +92,887	+66%	+$1.84M	0.03%	317
2025 Q2	$2.81M	Buy	141,633 +70,373	+99%	+$1.38M	0.02%	377
2025 Q1	$1.4M	Buy	71,260 +58,821	+473%	+$1.14M	0.01%	494
2024 Q4	$239K	Buy	+12,439	New	+$242K	﹤0.01%	965

Other funds holding IBTK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 34% in Q1 2026, buying an estimated $6.19M and bringing the position to 1,236,306 shares worth $24.4M. The position accounts for 0.15% of the portfolio, ranked #125.

United Capital Financial Advisors first reported a position in IBTK in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

United Capital Financial Advisors held 1,236,306 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $24.4M as of Q1 2026.
United Capital Financial Advisors bought 312,078 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $6.19M.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.15% of United Capital Financial Advisors's portfolio in Q1 2026, its #125 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

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