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Ishares Ibonds Dec 2028 Term T shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2028 Term T by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 798k 22.39
2025-06-30 $11M 487k 22.36
2025-03-31 $6.3M 283k 22.25
2024-12-31 $1.4M 65k 21.90
2024-09-30 $768k 34k 22.51
2024-06-30 $443k 20k 21.83
2024-03-31 $243k 11k 21.94

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T