United Capital Financial Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.76M	Buy	108,728 +13,568	+14%	+$345K	0.02%	500
2026 Q1	$2.44M	Buy	95,160 +18,820	+25%	+$486K	0.02%	506
2025 Q4	$1.97M	Buy	76,340 +16,065	+27%	+$417K	0.01%	537
2025 Q3	$1.56M	Buy	60,275 +18,300	+44%	+$470K	0.01%	522
2025 Q2	$1.08M	Buy	41,975 +25,342	+152%	+$643K	0.01%	571
2025 Q1	$427K	Buy	+16,633	New	+$418K	﹤0.01%	795

Other funds holding IBTP

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

CIM

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

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

DADC

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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

United Capital Financial Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 14% in Q2 2026, buying an estimated $345K and bringing the position to 108,728 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #500.

United Capital Financial Advisors first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

United Capital Financial Advisors held 108,728 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $2.76M as of Q2 2026.
United Capital Financial Advisors bought 13,568 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $345K.
iShares iBonds Dec 2034 Term Treasury ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #500 holding.
United Capital Financial Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

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