ISHARES TR

Ticker: IBMO CUSIP: 46435U259 Class: IBONDS DEC 26

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

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

Q4 2025
Shares 131,474 Value ($000) $3,371 Avg Close — Range —
Q3 2025
Shares 120,230 Value ($000) $3,085 Avg Close — Range —
Q2 2025
Shares 108,197 Value ($000) $2,772 Avg Close — Range —
Q1 2025
Shares 108,114 Value ($000) $2,763 Avg Close — Range —
Q4 2024
Shares 91,410 Value ($000) $2,327 Avg Close — Range —
Q3 2024
Shares 85,061 Value ($000) $2,183 Avg Close — Range —
Q2 2024
Shares 87,606 Value ($000) $2,218 Avg Close — Range —
Q1 2024
Shares 93,664 Value ($000) $2,374 Avg Close — Range —
Q4 2023
Shares 109,844 Value ($000) $2,802 Avg Close — Range —
Q3 2023
Shares 122,423 Value ($000) $3,037 Avg Close — Range —
Q2 2023
Shares 120,151 Value ($000) $3,025 Avg Close — Range —
Q1 2023
Shares 124,655 Value ($000) $3,182 Avg Close — Range —
Q4 2022
Shares 145,290 Value ($000) $3,663 Avg Close — Range —
Q3 2022
Shares 147,614 Value ($000) $3,636 Avg Close — Range —
Q2 2022
Shares 141,461 Value ($000) $3,585 Avg Close — Range —
Q1 2022
Shares 147,921 Value ($000) $3,773 Avg Close — Range —
Q4 2021
Shares 149,922 Value ($000) $4,030 Avg Close — Range —