UCFA
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United Capital Financial Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

United Capital Financial Advisors’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.08M Buy
44,024
+26,603
+153% +$652K 0.01% 566
2025
Q1 		$425K Buy
+17,421
New +$425K ﹤0.01% 790