ISHARES TR

Ticker: USIG CUSIP: 464288620 Class: USD INV GRDE ETF

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

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

Q4 2025
Shares 26,043 Value ($000) $1,348 Avg Close — Range —
Q3 2025
Shares 22,657 Value ($000) $1,183 Avg Close — Range —
Q2 2025
Shares 23,506 Value ($000) $1,209 Avg Close — Range —
Q4 2022
Shares 7,884 Value ($000) $387 Avg Close — Range —
Q4 2021
Shares 3,936 Value ($000) $235 Avg Close — Range —
Q3 2021
Shares 5,669 Value ($000) $341 Avg Close — Range —
Q4 2015
Shares 1,971 Value ($000) $210 Avg Close — Range —
Q3 2015
Shares 1,968 Value ($000) $213 Avg Close — Range —
Q1 2015
Shares 62,110 Value ($000) $6,962 Avg Close — Range —
Q4 2014
Shares 75,564 Value ($000) $8,449 Avg Close — Range —
Q3 2014
Shares 88,647 Value ($000) $9,797 Avg Close — Range —
Q2 2014
Shares 100,983 Value ($000) $11,254 Avg Close — Range —
Q1 2014
Shares 113,497 Value ($000) $12,429 Avg Close — Range —
Q4 2013
Shares 126,491 Value ($000) $13,522 Avg Close — Range —
Q3 2013
Shares 160,163 Value ($000) $17,161 Avg Close — Range —
Q2 2013
Shares 199,640 Value ($000) $21,451 Avg Close — Range —