ISHARES TR

Ticker: HYG CUSIP: 464288513 Class: IBOXX HI YD ETF

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

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

Q4 2025
Shares 148,975 Value ($000) $12,012 Avg Close Range
Q3 2025
Shares 157,431 Value ($000) $12,782 Avg Close Range
Q2 2025
Shares 161,027 Value ($000) $12,987 Avg Close Range
Q1 2025
Shares 164,656 Value ($000) $12,990 Avg Close Range
Q4 2024
Shares 166,040 Value ($000) $13,059 Avg Close Range
Q3 2024
Shares 169,921 Value ($000) $13,645 Avg Close Range
Q2 2024
Shares 165,002 Value ($000) $12,728 Avg Close Range
Q1 2024
Shares 165,486 Value ($000) $12,863 Avg Close Range
Q4 2023
Shares 170,682 Value ($000) $13,209 Avg Close Range
Q3 2023
Shares 289,238 Value ($000) $21,323 Avg Close Range
Q2 2023
Shares 396,466 Value ($000) $29,763 Avg Close Range
Q1 2023
Shares 403,514 Value ($000) $30,485 Avg Close Range
Q4 2022
Shares 410,994 Value ($000) $30,261 Avg Close Range
Q3 2022
Shares 437,082 Value ($000) $31,203 Avg Close Range
Q2 2022
Shares 454,233 Value ($000) $33,436 Avg Close Range
Q1 2022
Shares 482,800 Value ($000) $39,730 Avg Close Range
Q4 2021
Shares 513,476 Value ($000) $44,678 Avg Close Range
Q3 2021
Shares 516,049 Value ($000) $45,149 Avg Close Range
Q2 2021
Shares 549,133 Value ($000) $48,346 Avg Close Range
Q1 2021
Shares 567,113 Value ($000) $49,441 Avg Close Range
Q4 2020
Shares 600,945 Value ($000) $52,463 Avg Close Range
Q3 2020
Shares 626,830 Value ($000) $52,591 Avg Close Range
Q2 2020
Shares 699,913 Value ($000) $57,127 Avg Close Range
Q1 2020
Shares 704,923 Value ($000) $54,328 Avg Close Range
Q4 2019
Shares 699,782 Value ($000) $61,539 Avg Close Range
Q3 2019
Shares 654,564 Value ($000) $57,058 Avg Close Range
Q2 2019
Shares 1,213,781 Value ($000) $105,817 Avg Close Range
Q1 2019
Shares 1,095,901 Value ($000) $94,763 Avg Close Range
Q4 2018
Shares 1,095,453 Value ($000) $88,841 Avg Close Range
Q3 2018
Shares 909,004 Value ($000) $78,574 Avg Close Range
Q2 2018
Shares 363,710 Value ($000) $30,944 Avg Close Range
Q1 2018
Shares 362,227 Value ($000) $31,021 Avg Close Range
Q4 2017
Shares 355,519 Value ($000) $31,023 Avg Close Range
Q3 2017
Shares 358,112 Value ($000) $31,786 Avg Close Range
Q2 2017
Shares 349,657 Value ($000) $30,906 Avg Close Range
Q1 2017
Shares 350,332 Value ($000) $30,752 Avg Close Range
Q4 2016
Shares 385,754 Value ($000) $33,387 Avg Close Range
Q3 2016
Shares 662,839 Value ($000) $57,839 Avg Close Range
Q2 2016
Shares 221,350 Value ($000) $18,815 Avg Close Range
Q1 2016
Shares 261,443 Value ($000) $21,357 Avg Close Range
Q4 2015
Shares 322,005 Value ($000) $25,947 Avg Close Range
Q3 2015
Shares 304,917 Value ($000) $25,397 Avg Close Range
Q2 2015
Shares 362,102 Value ($000) $32,155 Avg Close Range
Q1 2015
Shares 269,508 Value ($000) $24,523 Avg Close Range
Q4 2014
Shares 341,331 Value ($000) $30,583 Avg Close Range
Q3 2014
Shares 222,496 Value ($000) $20,459 Avg Close Range
Q2 2014
Shares 176,205 Value ($000) $16,775 Avg Close Range
Q1 2014
Shares 57,205 Value ($000) $5,400 Avg Close Range
Q3 2013
Shares 26,312 Value ($000) $2,410 Avg Close Range
Q2 2013
Shares 114,309 Value ($000) $10,388 Avg Close Range