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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
Q2 		$26.2M Buy
1,341,750
+105,444
+9% +$2.07M 0.14% 136
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

United Capital Financial Advisors's IBTK Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 8.5% in Q2 2026, buying an estimated $2.07M and bringing the position to 1,341,750 shares worth $26.2M. The position accounts for 0.14% of the portfolio, ranked #136.

United Capital Financial Advisors first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • United Capital Financial Advisors held 1,341,750 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $26.2M as of Q2 2026.
  • United Capital Financial Advisors bought 105,444 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $2.07M.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.14% of United Capital Financial Advisors's portfolio in Q2 2026, its #136 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 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.