ISHARES TR

Ticker: IBMP CUSIP: 46435U283 Class: IBONDS DEC 27

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

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

Q4 2025
Shares 132,981 Value ($000) $3,376 Avg Close — Range —
Q3 2025
Shares 121,401 Value ($000) $3,093 Avg Close — Range —
Q2 2025
Shares 109,726 Value ($000) $2,782 Avg Close — Range —
Q1 2025
Shares 109,992 Value ($000) $2,781 Avg Close — Range —
Q4 2024
Shares 92,781 Value ($000) $2,333 Avg Close — Range —
Q3 2024
Shares 86,339 Value ($000) $2,197 Avg Close — Range —
Q2 2024
Shares 88,186 Value ($000) $2,206 Avg Close — Range —
Q1 2024
Shares 94,116 Value ($000) $2,369 Avg Close — Range —
Q4 2023
Shares 108,923 Value ($000) $2,768 Avg Close — Range —
Q3 2023
Shares 121,935 Value ($000) $2,985 Avg Close — Range —
Q2 2023
Shares 120,409 Value ($000) $3,019 Avg Close — Range —
Q1 2023
Shares 125,397 Value ($000) $3,193 Avg Close — Range —
Q4 2022
Shares 137,604 Value ($000) $3,451 Avg Close — Range —