UCFA
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United Capital Financial Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

United Capital Financial Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.97M Buy
304,411
+55,238
+22% +$1.27M 0.04% 299
2025
Q4 		$5.75M Buy
249,173
+181,854
+270% +$4.22M 0.03% 329
2025
Q3 		$1.56M Buy
67,319
+20,985
+45% +$482K 0.01% 526
2025
Q2 		$1.07M Buy
46,334
+27,725
+149% +$630K 0.01% 580
2025
Q1 		$426K Buy
+18,609
New +$418K ﹤0.01% 796

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return