ISHARES U S ETF TR

Ticker: LQDH CUSIP: 46431W705 Class: INT RT HDG C B

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

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

Q4 2025
Shares 25,463 Value ($000) $2,377 Avg Close — Range —
Q3 2025
Shares 25,274 Value ($000) $2,364 Avg Close — Range —
Q2 2025
Shares 25,691 Value ($000) $2,374 Avg Close — Range —
Q1 2022
Shares 14,073 Value ($000) $1,316 Avg Close — Range —
Q4 2021
Shares 12,661 Value ($000) $1,212 Avg Close — Range —
Q3 2021
Shares 10,931 Value ($000) $1,047 Avg Close — Range —
Q3 2020
Shares 26,238 Value ($000) $2,395 Avg Close — Range —
Q2 2020
Shares 49,527 Value ($000) $4,453 Avg Close — Range —