ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

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

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

Q4 2025
Shares 57,131 Value ($000) $6,096 Avg Close Range
Q3 2025
Shares 31,219 Value ($000) $3,334 Avg Close Range
Q2 2025
Shares 31,178 Value ($000) $3,315 Avg Close Range
Q1 2025
Shares 31,184 Value ($000) $3,293 Avg Close Range
Q4 2024
Shares 38,176 Value ($000) $4,027 Avg Close Range
Q3 2024
Shares 33,499 Value ($000) $3,557 Avg Close Range
Q2 2024
Shares 40,673 Value ($000) $4,252 Avg Close Range
Q1 2024
Shares 48,912 Value ($000) $5,123 Avg Close Range
Q4 2023
Shares 51,860 Value ($000) $5,468 Avg Close Range
Q3 2023
Shares 83,035 Value ($000) $8,541 Avg Close Range
Q2 2023
Shares 79,526 Value ($000) $8,274 Avg Close Range
Q1 2023
Shares 84,285 Value ($000) $8,823 Avg Close Range
Q4 2022
Shares 86,293 Value ($000) $8,998 Avg Close Range
Q3 2022
Shares 67,708 Value ($000) $6,951 Avg Close Range
Q2 2022
Shares 63,976 Value ($000) $6,696 Avg Close Range
Q1 2022
Shares 32,620 Value ($000) $3,412 Avg Close Range
Q4 2021
Shares 34,626 Value ($000) $3,718 Avg Close Range
Q3 2021
Shares 26,449 Value ($000) $2,845 Avg Close Range
Q2 2021
Shares 25,922 Value ($000) $2,795 Avg Close Range
Q1 2021
Shares 25,158 Value ($000) $2,713 Avg Close Range
Q4 2020
Shares 24,472 Value ($000) $2,646 Avg Close Range
Q3 2020
Shares 22,728 Value ($000) $2,457 Avg Close Range
Q2 2020
Shares 63,964 Value ($000) $6,899 Avg Close Range
Q1 2020
Shares 67,925 Value ($000) $7,220 Avg Close Range
Q4 2019
Shares 85,292 Value ($000) $9,108 Avg Close Range
Q3 2019
Shares 85,591 Value ($000) $9,119 Avg Close Range
Q2 2019
Shares 31,593 Value ($000) $3,366 Avg Close Range
Q1 2019
Shares 32,690 Value ($000) $3,465 Avg Close Range
Q4 2018
Shares 24,531 Value ($000) $2,586 Avg Close Range
Q3 2018
Shares 28,762 Value ($000) $3,012 Avg Close Range
Q2 2018
Shares 25,964 Value ($000) $2,727 Avg Close Range
Q1 2018
Shares 21,860 Value ($000) $2,293 Avg Close Range
Q4 2017
Shares 20,412 Value ($000) $2,141 Avg Close Range
Q3 2017
Shares 15,981 Value ($000) $1,693 Avg Close Range
Q2 2017
Shares 17,191 Value ($000) $1,818 Avg Close Range
Q1 2017
Shares 17,347 Value ($000) $1,832 Avg Close Range
Q4 2016
Shares 15,924 Value ($000) $1,673 Avg Close Range
Q3 2016
Shares 17,210 Value ($000) $1,824 Avg Close Range
Q2 2016
Shares 94,894 Value ($000) $10,059 Avg Close Range
Q1 2016
Shares 88,725 Value ($000) $9,417 Avg Close Range
Q4 2015
Shares 72,915 Value ($000) $7,725 Avg Close Range
Q3 2015
Shares 66,778 Value ($000) $7,074 Avg Close Range
Q2 2015
Shares 68,356 Value ($000) $7,223 Avg Close Range
Q1 2015
Shares 42,872 Value ($000) $4,528 Avg Close Range
Q4 2014
Shares 36,266 Value ($000) $3,841 Avg Close Range
Q3 2014
Shares 22,652 Value ($000) $2,405 Avg Close Range
Q2 2014
Shares 19,039 Value ($000) $2,023 Avg Close Range
Q1 2014
Shares 16,283 Value ($000) $1,730 Avg Close Range
Q3 2013
Shares 15,406 Value ($000) $1,636 Avg Close Range
Q2 2013
Shares 14,424 Value ($000) $1,519 Avg Close Range