ISHARES TR

Ticker: MBB CUSIP: 464288588 Class: Fixed Income ETF

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

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

Q4 2025
Shares 1,355,696 Value ($000) $129,089 Avg Close — Range —
Q3 2025
Shares 1,299,050 Value ($000) $123,605 Avg Close — Range —
Q2 2025
Shares 1,276,906 Value ($000) $119,889 Avg Close — Range —
Q1 2025
Shares 1,318,942 Value ($000) $123,690 Avg Close — Range —
Q4 2024
Shares 1,488,518 Value ($000) $136,467 Avg Close — Range —
Q3 2024
Shares 1,495,429 Value ($000) $143,277 Avg Close — Range —
Q2 2024
Shares 1,508,146 Value ($000) $138,463 Avg Close — Range —
Q1 2024
Shares 1,529,518 Value ($000) $141,358 Avg Close — Range —
Q4 2023
Shares 1,546,619 Value ($000) $145,506 Avg Close — Range —
Q3 2023
Shares 1,272,435 Value ($000) $112,992 Avg Close — Range —
Q2 2023
Shares 1,977,799 Value ($000) $184,469 Avg Close — Range —
Q1 2023
Shares 2,024,241 Value ($000) $191,756 Avg Close — Range —
Q4 2022
Shares 2,034,063 Value ($000) $188,659 Avg Close — Range —
Q3 2022
Shares 2,187,135 Value ($000) $200,298 Avg Close — Range —
Q2 2022
Shares 2,257,137 Value ($000) $220,048 Avg Close — Range —
Q1 2022
Shares 2,404,802 Value ($000) $244,977 Avg Close — Range —
Q4 2021
Shares 2,505,936 Value ($000) $269,213 Avg Close — Range —
Q3 2021
Shares 2,455,996 Value ($000) $265,591 Avg Close — Range —
Q2 2021
Shares 2,455,039 Value ($000) $265,709 Avg Close — Range —
Q1 2021
Shares 2,370,572 Value ($000) $257,017 Avg Close — Range —
Q4 2020
Shares 2,296,831 Value ($000) $252,950 Avg Close — Range —
Q3 2020
Shares 2,107,911 Value ($000) $232,713 Avg Close — Range —
Q2 2020
Shares 2,070,564 Value ($000) $229,211 Avg Close — Range —
Q1 2020
Shares 2,057,442 Value ($000) $225,413 Avg Close — Range —
Q4 2019
Shares 2,102,082 Value ($000) $227,151 Avg Close — Range —
Q3 2019
Shares 2,013,401 Value ($000) $218,051 Avg Close — Range —
Q2 2019
Shares 2,155,028 Value ($000) $231,881 Avg Close — Range —
Q1 2019
Shares 2,129,360 Value ($000) $226,479 Avg Close — Range —
Q4 2018
Shares 2,062,788 Value ($000) $215,871 Avg Close — Range —
Q3 2018
Shares 2,368,839 Value ($000) $244,772 Avg Close — Range —
Q2 2018
Shares 1,940,698 Value ($000) $202,182 Avg Close — Range —
Q1 2018
Shares 1,860,016 Value ($000) $194,632 Avg Close — Range —
Q4 2017
Shares 1,739,177 Value ($000) $185,379 Avg Close — Range —
Q3 2017
Shares 1,661,254 Value ($000) $177,920 Avg Close — Range —
Q2 2017
Shares 1,579,934 Value ($000) $168,674 Avg Close — Range —
Q1 2017
Shares 1,473,012 Value ($000) $156,949 Avg Close — Range —
Q4 2016
Shares 1,384,113 Value ($000) $147,187 Avg Close — Range —
Q3 2016
Shares 1,185,922 Value ($000) $130,558 Avg Close — Range —
Q2 2016
Shares 92,749 Value ($000) $10,202 Avg Close — Range —
Q1 2016
Shares 100,371 Value ($000) $11,008 Avg Close — Range —
Q4 2015
Shares 116,300 Value ($000) $12,525 Avg Close — Range —
Q3 2015
Shares 135,234 Value ($000) $14,824 Avg Close — Range —
Q2 2015
Shares 369,269 Value ($000) $40,110 Avg Close — Range —
Q1 2015
Shares 273,905 Value ($000) $30,212 Avg Close — Range —
Q4 2014
Shares 350,777 Value ($000) $38,347 Avg Close — Range —
Q3 2014
Shares 329,944 Value ($000) $35,670 Avg Close — Range —
Q2 2014
Shares 252,294 Value ($000) $27,303 Avg Close — Range —
Q1 2014
Shares 196,648 Value ($000) $20,870 Avg Close — Range —
Q4 2013
Shares 195,169 Value ($000) $20,409 Avg Close — Range —
Q3 2013
Shares 253,987 Value ($000) $26,902 Avg Close — Range —
Q2 2013
Shares 434,217 Value ($000) $45,693 Avg Close — Range —