ISHARES TR

Ticker: HYDB CUSIP: 46435G250 Class: HIGH YLD SYSTM B

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

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

Q4 2025
Shares 19,777 Value ($000) $936 Avg Close — Range —
Q3 2025
Shares 49,891 Value ($000) $2,387 Avg Close — Range —
Q2 2025
Shares 49,329 Value ($000) $2,342 Avg Close — Range —
Q1 2025
Shares 120,958 Value ($000) $5,696 Avg Close — Range —
Q4 2024
Shares 147,930 Value ($000) $6,954 Avg Close — Range —
Q3 2024
Shares 48,544 Value ($000) $2,333 Avg Close — Range —
Q2 2024
Shares 55,671 Value ($000) $2,585 Avg Close — Range —
Q1 2024
Shares 56,989 Value ($000) $2,663 Avg Close — Range —
Q4 2023
Shares 31,053 Value ($000) $1,435 Avg Close — Range —