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 Q2	$7.85M	Buy	345,777 +41,366	+14%	+$941K	0.04%	291
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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TAM

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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

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

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

United Capital Financial Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 14% in Q2 2026, buying an estimated $941K and bringing the position to 345,777 shares worth $7.85M. The position accounts for 0.04% of the portfolio, ranked #291.

United Capital Financial Advisors first reported a position in IBTM in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

United Capital Financial Advisors held 345,777 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $7.85M as of Q2 2026.
United Capital Financial Advisors bought 41,366 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $941K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #291 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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