ISHARES TR

Ticker: TIP CUSIP: 464287176 Class: TIPS BD ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,040 Value ($000) $1,103 Avg Close Range
Q3 2025
Shares 6,548 Value ($000) $728 Avg Close Range
Q2 2025
Shares 7,780 Value ($000) $856 Avg Close Range
Q1 2025
Shares 7,776 Value ($000) $864 Avg Close Range
Q4 2024
Shares 8,194 Value ($000) $873 Avg Close Range
Q3 2024
Shares 9,716 Value ($000) $1,073 Avg Close Range
Q2 2024
Shares 87,096 Value ($000) $9,300 Avg Close Range
Q1 2024
Shares 87,740 Value ($000) $9,424 Avg Close Range
Q4 2023
Shares 93,639 Value ($000) $10,065 Avg Close Range
Q3 2023
Shares 20,948 Value ($000) $2,173 Avg Close Range
Q2 2023
Shares 26,959 Value ($000) $2,901 Avg Close Range
Q1 2023
Shares 30,185 Value ($000) $3,328 Avg Close Range
Q4 2022
Shares 38,475 Value ($000) $4,095 Avg Close Range
Q3 2022
Shares 61,557 Value ($000) $6,457 Avg Close Range
Q2 2022
Shares 67,844 Value ($000) $7,728 Avg Close Range
Q1 2022
Shares 72,935 Value ($000) $9,086 Avg Close Range
Q4 2021
Shares 72,687 Value ($000) $9,391 Avg Close Range
Q3 2021
Shares 85,379 Value ($000) $10,902 Avg Close Range
Q2 2021
Shares 85,792 Value ($000) $10,982 Avg Close Range
Q1 2021
Shares 80,334 Value ($000) $10,082 Avg Close Range
Q4 2020
Shares 76,529 Value ($000) $9,769 Avg Close Range
Q3 2020
Shares 90,878 Value ($000) $11,496 Avg Close Range
Q2 2020
Shares 126,884 Value ($000) $15,607 Avg Close Range
Q1 2020
Shares 156,627 Value ($000) $18,469 Avg Close Range
Q4 2019
Shares 182,804 Value ($000) $21,309 Avg Close Range
Q3 2019
Shares 221,647 Value ($000) $25,775 Avg Close Range
Q2 2019
Shares 587,310 Value ($000) $67,828 Avg Close Range
Q1 2019
Shares 270,846 Value ($000) $30,625 Avg Close Range
Q4 2018
Shares 255,646 Value ($000) $27,996 Avg Close Range
Q3 2018
Shares 369,782 Value ($000) $40,905 Avg Close Range
Q2 2018
Shares 387,480 Value ($000) $43,735 Avg Close Range
Q1 2018
Shares 230,699 Value ($000) $26,081 Avg Close Range
Q4 2017
Shares 281,723 Value ($000) $32,057 Avg Close Range
Q3 2017
Shares 295,345 Value ($000) $33,545 Avg Close Range
Q2 2017
Shares 282,037 Value ($000) $31,991 Avg Close Range
Q1 2017
Shares 273,726 Value ($000) $31,383 Avg Close Range
Q4 2016
Shares 239,092 Value ($000) $27,058 Avg Close Range
Q3 2016
Shares 247,738 Value ($000) $28,859 Avg Close Range
Q2 2016
Shares 365,923 Value ($000) $42,813 Avg Close Range
Q1 2016
Shares 403,029 Value ($000) $46,203 Avg Close Range
Q4 2015
Shares 395,412 Value ($000) $43,369 Avg Close Range
Q3 2015
Shares 394,711 Value ($000) $43,691 Avg Close Range
Q2 2015
Shares 401,883 Value ($000) $45,031 Avg Close Range
Q1 2015
Shares 323,538 Value ($000) $37,000 Avg Close Range
Q4 2014
Shares 297,888 Value ($000) $33,366 Avg Close Range
Q3 2014
Shares 499,151 Value ($000) $55,940 Avg Close Range
Q2 2014
Shares 539,029 Value ($000) $62,182 Avg Close Range
Q1 2014
Shares 526,615 Value ($000) $59,034 Avg Close Range
Q4 2013
Shares 491,747 Value ($000) $54,043 Avg Close Range
Q3 2013
Shares 465,082 Value ($000) $52,359 Avg Close Range
Q2 2013
Shares 441,232 Value ($000) $49,422 Avg Close Range