ISHARES TR

Ticker: TLT CUSIP: 464287432 Class: 20 YR TR BD ETF

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

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

Q4 2025
Shares 40,776 Value ($000) $3,554 Avg Close Range
Q3 2025
Shares 41,146 Value ($000) $3,677 Avg Close Range
Q2 2025
Shares 34,648 Value ($000) $3,058 Avg Close Range
Q1 2025
Shares 24,201 Value ($000) $2,203 Avg Close Range
Q4 2024
Shares 310,696 Value ($000) $27,133 Avg Close Range
Q3 2024
Shares 282,580 Value ($000) $27,721 Avg Close Range
Q2 2024
Shares 350,520 Value ($000) $32,171 Avg Close Range
Q1 2024
Shares 340,915 Value ($000) $32,257 Avg Close Range
Q4 2023
Shares 481,102 Value ($000) $47,571 Avg Close Range
Q3 2023
Shares 23,904 Value ($000) $2,120 Avg Close Range
Q2 2023
Shares 15,259 Value ($000) $1,571 Avg Close Range
Q1 2023
Shares 6,197 Value ($000) $659 Avg Close Range
Q4 2022
Shares 19,685 Value ($000) $1,960 Avg Close Range
Q3 2022
Shares 21,865 Value ($000) $2,240 Avg Close Range
Q2 2022
Shares 21,619 Value ($000) $2,483 Avg Close Range
Q1 2022
Shares 8,836 Value ($000) $1,167 Avg Close Range
Q4 2021
Shares 10,124 Value ($000) $1,500 Avg Close Range
Q3 2021
Shares 10,434 Value ($000) $1,506 Avg Close Range
Q2 2021
Shares 11,306 Value ($000) $1,632 Avg Close Range
Q1 2021
Shares 10,731 Value ($000) $1,453 Avg Close Range
Q4 2020
Shares 11,477 Value ($000) $1,810 Avg Close Range
Q3 2020
Shares 37,780 Value ($000) $6,168 Avg Close Range
Q2 2020
Shares 77,129 Value ($000) $12,644 Avg Close Range
Q1 2020
Shares 131,609 Value ($000) $21,392 Avg Close Range
Q4 2019
Shares 129,530 Value ($000) $17,549 Avg Close Range
Q3 2019
Shares 116,896 Value ($000) $16,725 Avg Close Range
Q2 2019
Shares 89,927 Value ($000) $11,943 Avg Close Range
Q1 2019
Shares 76,016 Value ($000) $9,611 Avg Close Range
Q4 2018
Shares 118,144 Value ($000) $14,356 Avg Close Range
Q3 2018
Shares 77,277 Value ($000) $9,062 Avg Close Range
Q2 2018
Shares 102,297 Value ($000) $12,452 Avg Close Range
Q1 2018
Shares 105,422 Value ($000) $12,851 Avg Close Range
Q4 2017
Shares 109,520 Value ($000) $13,894 Avg Close Range
Q3 2017
Shares 120,099 Value ($000) $14,984 Avg Close Range
Q2 2017
Shares 107,447 Value ($000) $13,444 Avg Close Range
Q1 2017
Shares 99,634 Value ($000) $12,027 Avg Close Range
Q4 2016
Shares 23,882 Value ($000) $2,845 Avg Close Range
Q3 2016
Shares 98,618 Value ($000) $13,561 Avg Close Range
Q2 2016
Shares 195,988 Value ($000) $27,242 Avg Close Range
Q1 2016
Shares 194,017 Value ($000) $25,341 Avg Close Range
Q4 2015
Shares 137,697 Value ($000) $16,603 Avg Close Range
Q3 2015
Shares 132,483 Value ($000) $16,367 Avg Close Range
Q2 2015
Shares 49,778 Value ($000) $5,847 Avg Close Range
Q1 2015
Shares 68,320 Value ($000) $8,605 Avg Close Range
Q4 2014
Shares 53,505 Value ($000) $6,737 Avg Close Range
Q3 2014
Shares 247,259 Value ($000) $28,749 Avg Close Range
Q2 2014
Shares 280,206 Value ($000) $31,809 Avg Close Range
Q1 2014
Shares 327,945 Value ($000) $35,779 Avg Close Range
Q3 2013
Shares 233,503 Value ($000) $24,845 Avg Close Range
Q2 2013
Shares 188,851 Value ($000) $20,857 Avg Close Range