ISHARES TR

Ticker: LQD CUSIP: 464287242 Class: IBOXX INV CP ETF

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

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

Q4 2025
Shares 8,881 Value ($000) $979 Avg Close Range
Q3 2025
Shares 7,969 Value ($000) $888 Avg Close Range
Q2 2025
Shares 8,414 Value ($000) $922 Avg Close Range
Q1 2025
Shares 37,290 Value ($000) $4,053 Avg Close Range
Q4 2024
Shares 39,866 Value ($000) $4,259 Avg Close Range
Q3 2024
Shares 40,351 Value ($000) $4,559 Avg Close Range
Q2 2024
Shares 39,685 Value ($000) $4,251 Avg Close Range
Q1 2024
Shares 150,161 Value ($000) $16,356 Avg Close Range
Q4 2023
Shares 358,883 Value ($000) $39,714 Avg Close Range
Q3 2023
Shares 43,481 Value ($000) $4,436 Avg Close Range
Q2 2023
Shares 46,722 Value ($000) $5,053 Avg Close Range
Q1 2023
Shares 51,557 Value ($000) $5,651 Avg Close Range
Q4 2022
Shares 58,455 Value ($000) $6,163 Avg Close Range
Q3 2022
Shares 77,253 Value ($000) $7,915 Avg Close Range
Q2 2022
Shares 105,352 Value ($000) $11,592 Avg Close Range
Q1 2022
Shares 131,562 Value ($000) $15,911 Avg Close Range
Q4 2021
Shares 180,608 Value ($000) $23,934 Avg Close Range
Q3 2021
Shares 205,994 Value ($000) $27,403 Avg Close Range
Q2 2021
Shares 236,616 Value ($000) $31,792 Avg Close Range
Q1 2021
Shares 219,124 Value ($000) $28,497 Avg Close Range
Q4 2020
Shares 261,457 Value ($000) $36,115 Avg Close Range
Q3 2020
Shares 326,702 Value ($000) $44,010 Avg Close Range
Q2 2020
Shares 484,370 Value ($000) $65,148 Avg Close Range
Q1 2020
Shares 473,611 Value ($000) $58,496 Avg Close Range
Q4 2019
Shares 488,068 Value ($000) $62,453 Avg Close Range
Q3 2019
Shares 543,016 Value ($000) $69,224 Avg Close Range
Q2 2019
Shares 579,847 Value ($000) $72,116 Avg Close Range
Q1 2019
Shares 570,273 Value ($000) $67,897 Avg Close Range
Q4 2018
Shares 605,014 Value ($000) $68,258 Avg Close Range
Q3 2018
Shares 546,573 Value ($000) $62,818 Avg Close Range
Q2 2018
Shares 366,210 Value ($000) $41,957 Avg Close Range
Q1 2018
Shares 383,242 Value ($000) $44,989 Avg Close Range
Q4 2017
Shares 345,759 Value ($000) $41,975 Avg Close Range
Q3 2017
Shares 257,788 Value ($000) $31,252 Avg Close Range
Q2 2017
Shares 407,673 Value ($000) $49,129 Avg Close Range
Q1 2017
Shares 105,577 Value ($000) $12,449 Avg Close Range
Q4 2016
Shares 104,980 Value ($000) $12,302 Avg Close Range
Q3 2016
Shares 58,292 Value ($000) $7,180 Avg Close Range
Q2 2016
Shares 30,191 Value ($000) $3,713 Avg Close Range
Q1 2016
Shares 32,394 Value ($000) $3,849 Avg Close Range
Q4 2015
Shares 32,561 Value ($000) $3,712 Avg Close Range
Q3 2015
Shares 37,833 Value ($000) $4,392 Avg Close Range
Q2 2015
Shares 89,685 Value ($000) $10,378 Avg Close Range
Q1 2015
Shares 81,595 Value ($000) $9,786 Avg Close Range
Q4 2014
Shares 75,323 Value ($000) $8,994 Avg Close Range
Q3 2014
Shares 32,673 Value ($000) $3,863 Avg Close Range
Q2 2014
Shares 22,150 Value ($000) $2,642 Avg Close Range
Q1 2014
Shares 19,749 Value ($000) $2,309 Avg Close Range
Q4 2013
Shares 2,707 Value ($000) $309 Avg Close Range
Q3 2013
Shares 26,582 Value ($000) $3,018 Avg Close Range
Q2 2013
Shares 157,525 Value ($000) $17,903 Avg Close Range