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
Q2 		$2.73M Buy
108,778
+18,450
+20% +$463K 0.02% 503
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

United Capital Financial Advisors increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 20% in Q2 2026, buying an estimated $463K and bringing the position to 108,778 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #503.

United Capital Financial Advisors first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • United Capital Financial Advisors held 108,778 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $2.73M as of Q2 2026.
  • United Capital Financial Advisors bought 18,450 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $463K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #503 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 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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