ISHARES TR

Ticker: SHYG CUSIP: 46434V407 Class: 0-5YR HI YL CP

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

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

Q4 2025
Shares 53,957 Value ($000) $2,313 Avg Close Range
Q3 2025
Shares 52,126 Value ($000) $2,257 Avg Close Range
Q2 2025
Shares 53,491 Value ($000) $2,308 Avg Close Range
Q1 2025
Shares 61,600 Value ($000) $2,619 Avg Close Range
Q4 2024
Shares 106,237 Value ($000) $4,527 Avg Close Range
Q3 2024
Shares 136,441 Value ($000) $5,924 Avg Close Range
Q2 2024
Shares 175,841 Value ($000) $7,420 Avg Close Range
Q1 2024
Shares 182,860 Value ($000) $7,781 Avg Close Range
Q4 2023
Shares 193,974 Value ($000) $8,190 Avg Close Range
Q3 2023
Shares 115,780 Value ($000) $4,750 Avg Close Range
Q2 2023
Shares 117,849 Value ($000) $4,885 Avg Close Range
Q1 2023
Shares 112,336 Value ($000) $4,682 Avg Close Range
Q4 2022
Shares 118,713 Value ($000) $4,854 Avg Close Range
Q3 2022
Shares 122,748 Value ($000) $4,903 Avg Close Range
Q2 2022
Shares 142,893 Value ($000) $5,794 Avg Close Range
Q1 2022
Shares 161,237 Value ($000) $7,088 Avg Close Range
Q4 2021
Shares 118,319 Value ($000) $5,360 Avg Close Range
Q3 2021
Shares 107,055 Value ($000) $4,892 Avg Close Range
Q2 2021
Shares 80,969 Value ($000) $3,729 Avg Close Range
Q1 2021
Shares 43,438 Value ($000) $1,990 Avg Close Range
Q4 2020
Shares 43,438 Value ($000) $1,974 Avg Close Range
Q3 2020
Shares 58,378 Value ($000) $2,566 Avg Close Range
Q2 2020
Shares 116,486 Value ($000) $4,996 Avg Close Range
Q1 2020
Shares 163,290 Value ($000) $6,674 Avg Close Range
Q4 2019
Shares 211,566 Value ($000) $9,823 Avg Close Range
Q3 2019
Shares 185,076 Value ($000) $8,604 Avg Close Range
Q2 2019
Shares 186,963 Value ($000) $8,731 Avg Close Range
Q1 2019
Shares 240,992 Value ($000) $11,257 Avg Close Range
Q4 2018
Shares 281,223 Value ($000) $12,528 Avg Close Range
Q3 2018
Shares 309,034 Value ($000) $14,549 Avg Close Range
Q4 2016
Shares 4,277 Value ($000) $202 Avg Close Range
Q3 2016
Shares 9,320 Value ($000) $441 Avg Close Range
Q2 2016
Shares 18,560 Value ($000) $854 Avg Close Range
Q1 2016
Shares 7,800,264 Value ($000) $351,246 Avg Close Range
Q4 2015
Shares 6,499,800 Value ($000) $289,436 Avg Close Range
Q3 2015
Shares 5,182,919 Value ($000) $237,274 Avg Close Range