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iShares iBonds Dec 2033 Term Treasury ETF shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury ETF 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 2033 Term Treasury ETF by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 63k 24.65
2025-06-30 $1.1M 44k 24.51
2025-03-31 $425k 17k 24.40

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 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
Confluence Investment Management
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
UBS Group
HighTower Advisors
Probity Advisors
Accretive Wealth Partners

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF