ISHARES TR

Ticker: IEF CUSIP: 464287440 Class: Fixed Income ETF

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

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

Q4 2025
Shares 92,039 Value ($000) $8,850 Avg Close Range
Q3 2025
Shares 91,487 Value ($000) $8,825 Avg Close Range
Q2 2025
Shares 93,382 Value ($000) $8,943 Avg Close Range
Q1 2025
Shares 41,656 Value ($000) $3,973 Avg Close Range
Q4 2024
Shares 4,174 Value ($000) $386 Avg Close Range
Q3 2024
Shares 3,373 Value ($000) $331 Avg Close Range
Q2 2024
Shares 3,236 Value ($000) $303 Avg Close Range
Q1 2024
Shares 32,947 Value ($000) $3,119 Avg Close Range
Q4 2023
Shares 66,450 Value ($000) $6,405 Avg Close Range
Q3 2023
Shares 37,022 Value ($000) $3,391 Avg Close Range
Q2 2023
Shares 70,833 Value ($000) $6,842 Avg Close Range
Q1 2023
Shares 100,549 Value ($000) $9,966 Avg Close Range
Q4 2022
Shares 105,280 Value ($000) $10,084 Avg Close Range
Q3 2022
Shares 107,184 Value ($000) $10,289 Avg Close Range
Q2 2022
Shares 59,588 Value ($000) $6,096 Avg Close Range
Q1 2022
Shares 7,056 Value ($000) $758 Avg Close Range
Q4 2021
Shares 7,413 Value ($000) $853 Avg Close Range
Q3 2021
Shares 9,575 Value ($000) $1,103 Avg Close Range
Q2 2021
Shares 9,077 Value ($000) $1,048 Avg Close Range
Q1 2021
Shares 25,216 Value ($000) $2,848 Avg Close Range
Q4 2020
Shares 25,964 Value ($000) $3,114 Avg Close Range
Q3 2020
Shares 44,667 Value ($000) $5,441 Avg Close Range
Q2 2020
Shares 93,816 Value ($000) $11,433 Avg Close Range
Q1 2020
Shares 90,906 Value ($000) $11,043 Avg Close Range
Q4 2019
Shares 28,957 Value ($000) $3,192 Avg Close Range
Q3 2019
Shares 83,237 Value ($000) $9,362 Avg Close Range
Q2 2019
Shares 61,325 Value ($000) $6,747 Avg Close Range
Q1 2019
Shares 95,411 Value ($000) $10,177 Avg Close Range
Q4 2018
Shares 723,630 Value ($000) $75,402 Avg Close Range
Q3 2018
Shares 90,856 Value ($000) $9,192 Avg Close Range
Q2 2018
Shares 289,450 Value ($000) $29,672 Avg Close Range
Q1 2018
Shares 96,504 Value ($000) $9,958 Avg Close Range
Q4 2017
Shares 216,892 Value ($000) $22,897 Avg Close Range
Q3 2017
Shares 189,428 Value ($000) $20,178 Avg Close Range
Q2 2017
Shares 200,966 Value ($000) $21,425 Avg Close Range
Q1 2017
Shares 165,593 Value ($000) $17,485 Avg Close Range
Q4 2016
Shares 176,589 Value ($000) $18,510 Avg Close Range
Q3 2016
Shares 212,487 Value ($000) $23,773 Avg Close Range
Q2 2016
Shares 91,320 Value ($000) $10,319 Avg Close Range
Q1 2016
Shares 103,637 Value ($000) $11,435 Avg Close Range
Q4 2015
Shares 31,876 Value ($000) $3,366 Avg Close Range
Q3 2015
Shares 1,021,077 Value ($000) $110,144 Avg Close Range
Q2 2015
Shares 34,709 Value ($000) $3,645 Avg Close Range
Q1 2015
Shares 60,157 Value ($000) $6,469 Avg Close Range
Q4 2014
Shares 39,287 Value ($000) $4,164 Avg Close Range
Q3 2014
Shares 46,821 Value ($000) $4,852 Avg Close Range
Q1 2014
Shares 2,744 Value ($000) $279 Avg Close Range
Q4 2013
Shares 2,635 Value ($000) $261 Avg Close Range
Q3 2013
Shares 17,553 Value ($000) $1,792 Avg Close Range
Q2 2013
Shares 224,616 Value ($000) $23,023 Avg Close Range