UCFA
IBTQ

United Capital Financial Advisors’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

United Capital Financial Advisors’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Buy
90,328
+29,546
+49% +$753K 0.01% 519
2025
Q4 		$1.55M Buy
+60,782
New +$1.56M 0.01% 599

Other funds holding IBTQ

SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 49% in Q1 2026, buying an estimated $753K and bringing the position to 90,328 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #519.

United Capital Financial Advisors first reported a position in IBTQ in Q4 2025 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold IBTQ as of Q1 2026.

  • United Capital Financial Advisors held 90,328 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $2.28M as of Q1 2026.
  • United Capital Financial Advisors bought 29,546 iShares iBonds Dec 2035 Term Treasury ETF shares in Q1 2026, an estimated $753K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #519 holding.
  • United Capital Financial Advisors first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q1 2026.

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