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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.44M	Buy	100,103 +20,018	+25%	+$492K	0.02%	505
2025 Q4	$1.97M	Buy	80,085 +16,904	+27%	+$418K	0.01%	539
2025 Q3	$1.56M	Buy	63,181 +19,157	+44%	+$469K	0.01%	524
2025 Q2	$1.08M	Buy	44,024 +26,603	+153%	+$644K	0.01%	572
2025 Q1	$425K	Buy	+17,421	New	+$417K	﹤0.01%	798

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's IBTO Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 25% in Q1 2026, buying an estimated $492K and bringing the position to 100,103 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #505.

United Capital Financial Advisors first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

United Capital Financial Advisors held 100,103 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.44M as of Q1 2026.
United Capital Financial Advisors bought 20,018 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $492K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #505 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.