ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

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

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

Q4 2025
Shares 790,411 Value ($000) $78,946 Avg Close Range
Q3 2025
Shares 721,354 Value ($000) $72,316 Avg Close Range
Q2 2025
Shares 710,584 Value ($000) $70,490 Avg Close Range
Q1 2025
Shares 754,512 Value ($000) $74,636 Avg Close Range
Q4 2024
Shares 726,908 Value ($000) $70,437 Avg Close Range
Q3 2024
Shares 761,202 Value ($000) $77,087 Avg Close Range
Q2 2024
Shares 729,821 Value ($000) $70,844 Avg Close Range
Q1 2024
Shares 667,646 Value ($000) $65,389 Avg Close Range
Q4 2023
Shares 661,399 Value ($000) $65,644 Avg Close Range
Q3 2023
Shares 1,136,590 Value ($000) $106,885 Avg Close Range
Q2 2023
Shares 1,675,600 Value ($000) $164,125 Avg Close Range
Q1 2023
Shares 1,758,874 Value ($000) $175,254 Avg Close Range
Q4 2022
Shares 1,793,624 Value ($000) $173,964 Avg Close Range
Q3 2022
Shares 2,074,884 Value ($000) $199,894 Avg Close Range
Q2 2022
Shares 11,059,659 Value ($000) $1,124,546 Avg Close Range
Q1 2022
Shares 10,631,943 Value ($000) $1,138,681 Avg Close Range
Q4 2021
Shares 9,709,672 Value ($000) $1,107,679 Avg Close Range
Q3 2021
Shares 8,616,979 Value ($000) $989,488 Avg Close Range
Q2 2021
Shares 7,609,037 Value ($000) $877,550 Avg Close Range
Q1 2021
Shares 6,051,346 Value ($000) $688,825 Avg Close Range
Q4 2020
Shares 4,799,544 Value ($000) $567,258 Avg Close Range
Q3 2020
Shares 3,636,431 Value ($000) $429,317 Avg Close Range
Q2 2020
Shares 2,050,769 Value ($000) $242,421 Avg Close Range
Q1 2020
Shares 2,101,414 Value ($000) $241,831 Avg Close Range
Q4 2019
Shares 670,547 Value ($000) $75,349 Avg Close Range
Q3 2019
Shares 627,600 Value ($000) $71,025 Avg Close Range
Q2 2019
Shares 851,995 Value ($000) $94,870 Avg Close Range
Q1 2019
Shares 390,282 Value ($000) $42,568 Avg Close Range
Q4 2018
Shares 443,395 Value ($000) $47,217 Avg Close Range
Q3 2018
Shares 363,549 Value ($000) $38,362 Avg Close Range
Q2 2018
Shares 292,879 Value ($000) $31,139 Avg Close Range
Q1 2018
Shares 304,640 Value ($000) $32,673 Avg Close Range
Q4 2017
Shares 399,952 Value ($000) $43,727 Avg Close Range
Q3 2017
Shares 372,790 Value ($000) $40,854 Avg Close Range
Q2 2017
Shares 348,311 Value ($000) $38,144 Avg Close Range
Q1 2017
Shares 400,108 Value ($000) $43,408 Avg Close Range
Q4 2016
Shares 406,661 Value ($000) $43,944 Avg Close Range
Q3 2016
Shares 667,696 Value ($000) $75,062 Avg Close Range
Q2 2016
Shares 1,507,242 Value ($000) $170,318 Avg Close Range
Q1 2016
Shares 1,210,368 Value ($000) $134,164 Avg Close Range
Q4 2015
Shares 1,041,687 Value ($000) $112,513 Avg Close Range
Q3 2015
Shares 922,684 Value ($000) $101,108 Avg Close Range
Q2 2015
Shares 772,353 Value ($000) $84,017 Avg Close Range
Q1 2015
Shares 573,179 Value ($000) $63,543 Avg Close Range
Q4 2014
Shares 519,700 Value ($000) $57,229 Avg Close Range
Q3 2014
Shares 396,113 Value ($000) $43,220 Avg Close Range
Q2 2014
Shares 346,701 Value ($000) $37,929 Avg Close Range
Q1 2014
Shares 279,440 Value ($000) $30,154 Avg Close Range
Q4 2013
Shares 247,644 Value ($000) $26,357 Avg Close Range
Q3 2013
Shares 204,070 Value ($000) $21,876 Avg Close Range
Q2 2013
Shares 191,748 Value ($000) $20,557 Avg Close Range