ISHARES TR

Ticker: IAGG CUSIP: 46435G672 Class: CORE INTL AGGR

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

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

Q4 2025
Shares 865,325 Value ($000) $43,275 Avg Close — Range —
Q3 2025
Shares 842,290 Value ($000) $43,151 Avg Close — Range —
Q2 2025
Shares 824,028 Value ($000) $42,100 Avg Close — Range —
Q1 2025
Shares 152,566 Value ($000) $7,627 Avg Close — Range —
Q4 2024
Shares 151,485 Value ($000) $7,562 Avg Close — Range —
Q3 2024
Shares 155,899 Value ($000) $8,079 Avg Close — Range —
Q2 2024
Shares 155,997 Value ($000) $7,787 Avg Close — Range —
Q1 2024
Shares 160,546 Value ($000) $8,019 Avg Close — Range —
Q4 2023
Shares 174,525 Value ($000) $8,691 Avg Close — Range —
Q3 2023
Shares 232,044 Value ($000) $11,319 Avg Close — Range —
Q2 2023
Shares 245,593 Value ($000) $12,105 Avg Close — Range —
Q1 2023
Shares 264,748 Value ($000) $12,959 Avg Close — Range —
Q4 2022
Shares 259,837 Value ($000) $12,355 Avg Close — Range —
Q3 2022
Shares 340,591 Value ($000) $16,461 Avg Close — Range —
Q2 2022
Shares 373,778 Value ($000) $18,618 Avg Close — Range —
Q1 2022
Shares 409,997 Value ($000) $21,373 Avg Close — Range —
Q4 2021
Shares 439,663 Value ($000) $23,975 Avg Close — Range —
Q3 2021
Shares 471,491 Value ($000) $25,941 Avg Close — Range —
Q2 2021
Shares 472,782 Value ($000) $26,050 Avg Close — Range —
Q1 2021
Shares 471,512 Value ($000) $25,867 Avg Close — Range —
Q4 2020
Shares 458,763 Value ($000) $25,787 Avg Close — Range —
Q3 2020
Shares 459,813 Value ($000) $25,593 Avg Close — Range —
Q2 2020
Shares 432,224 Value ($000) $24,066 Avg Close — Range —
Q1 2020
Shares 444,019 Value ($000) $24,283 Avg Close — Range —
Q4 2019
Shares 437,022 Value ($000) $23,944 Avg Close — Range —
Q3 2019
Shares 315,675 Value ($000) $17,611 Avg Close — Range —
Q2 2019
Shares 215,996 Value ($000) $11,765 Avg Close — Range —
Q1 2019
Shares 129,524 Value ($000) $6,927 Avg Close — Range —
Q4 2018
Shares 13,951 Value ($000) $728 Avg Close — Range —