ISHARES TR

Ticker: IBDR CUSIP: 46435GAA0 Class: IBONDS DEC2026

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

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

Q4 2025
Shares 302,955 Value ($000) $7,341 Avg Close Range
Q3 2025
Shares 256,415 Value ($000) $6,231 Avg Close Range
Q2 2025
Shares 221,950 Value ($000) $5,382 Avg Close Range
Q1 2025
Shares 213,823 Value ($000) $5,177 Avg Close Range
Q4 2024
Shares 197,766 Value ($000) $4,760 Avg Close Range
Q3 2024
Shares 179,148 Value ($000) $4,353 Avg Close Range
Q2 2024
Shares 161,284 Value ($000) $3,842 Avg Close Range
Q1 2024
Shares 165,106 Value ($000) $3,938 Avg Close Range
Q4 2023
Shares 162,927 Value ($000) $3,894 Avg Close Range
Q3 2023
Shares 167,959 Value ($000) $3,919 Avg Close Range
Q2 2023
Shares 170,737 Value ($000) $4,007 Avg Close Range
Q1 2023
Shares 137,218 Value ($000) $3,256 Avg Close Range
Q4 2022
Shares 113,232 Value ($000) $2,644 Avg Close Range
Q3 2022
Shares 113,733 Value ($000) $2,627 Avg Close Range
Q2 2022
Shares 114,155 Value ($000) $2,716 Avg Close Range
Q1 2022
Shares 110,416 Value ($000) $2,722 Avg Close Range
Q4 2021
Shares 126,075 Value ($000) $3,287 Avg Close Range
Q3 2021
Shares 124,620 Value ($000) $3,302 Avg Close Range
Q2 2021
Shares 122,001 Value ($000) $3,246 Avg Close Range
Q1 2021
Shares 117,749 Value ($000) $3,104 Avg Close Range
Q4 2020
Shares 117,381 Value ($000) $3,181 Avg Close Range
Q3 2020
Shares 102,466 Value ($000) $2,748 Avg Close Range
Q2 2020
Shares 106,852 Value ($000) $2,851 Avg Close Range
Q1 2020
Shares 124,053 Value ($000) $3,045 Avg Close Range
Q4 2019
Shares 128,371 Value ($000) $3,282 Avg Close Range
Q3 2019
Shares 131,811 Value ($000) $3,357 Avg Close Range
Q2 2019
Shares 140,816 Value ($000) $3,529 Avg Close Range
Q1 2019
Shares 135,045 Value ($000) $3,273 Avg Close Range
Q4 2018
Shares 159,347 Value ($000) $3,670 Avg Close Range
Q3 2018
Shares 285,050 Value ($000) $6,636 Avg Close Range
Q2 2018
Shares 509,616 Value ($000) $11,884 Avg Close Range
Q1 2018
Shares 523,464 Value ($000) $12,390 Avg Close Range
Q4 2017
Shares 522,687 Value ($000) $12,827 Avg Close Range
Q3 2017
Shares 523,112 Value ($000) $12,889 Avg Close Range
Q2 2017
Shares 512,519 Value ($000) $12,546 Avg Close Range
Q1 2017
Shares 478,524 Value ($000) $11,485 Avg Close Range
Q4 2016
Shares 466,722 Value ($000) $11,164 Avg Close Range