United Capital Financial Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.99M	Buy	396,107 +32,931	+9%	+$666K	0.04%	288
2026 Q1	$7.4M	Buy	363,176 +45,407	+14%	+$932K	0.05%	289
2025 Q4	$6.52M	Buy	317,769 +93,064	+41%	+$1.92M	0.04%	304
2025 Q3	$4.62M	Buy	224,705 +88,097	+64%	+$1.8M	0.03%	319
2025 Q2	$2.8M	Buy	136,608 +70,995	+108%	+$1.44M	0.02%	378
2025 Q1	$1.33M	Buy	+65,613	New	+$1.31M	0.01%	507

Other funds holding IBTL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 9.1% in Q2 2026, buying an estimated $666K and bringing the position to 396,107 shares worth $7.99M. The position accounts for 0.04% of the portfolio, ranked #288.

United Capital Financial Advisors first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

United Capital Financial Advisors held 396,107 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $7.99M as of Q2 2026.
United Capital Financial Advisors bought 32,931 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $666K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #288 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

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