ISHARES TR

CUSIP: 46435U432 Class: IBONDS DEC 25

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

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

Q3 2025
Shares 114,738 Value ($000) $3,074 Avg Close — Range —
Q2 2025
Shares 103,098 Value ($000) $2,759 Avg Close — Range —
Q1 2025
Shares 103,250 Value ($000) $2,762 Avg Close — Range —
Q4 2024
Shares 87,823 Value ($000) $2,337 Avg Close — Range —
Q3 2024
Shares 80,874 Value ($000) $2,156 Avg Close — Range —
Q2 2024
Shares 83,363 Value ($000) $2,208 Avg Close — Range —
Q1 2024
Shares 89,058 Value ($000) $2,356 Avg Close — Range —
Q4 2023
Shares 106,231 Value ($000) $2,820 Avg Close — Range —
Q3 2023
Shares 119,557 Value ($000) $3,118 Avg Close — Range —
Q2 2023
Shares 117,396 Value ($000) $3,092 Avg Close — Range —
Q1 2023
Shares 121,331 Value ($000) $3,229 Avg Close — Range —
Q4 2022
Shares 134,767 Value ($000) $3,554 Avg Close — Range —
Q3 2022
Shares 137,883 Value ($000) $3,574 Avg Close — Range —
Q2 2022
Shares 138,454 Value ($000) $3,687 Avg Close — Range —
Q1 2022
Shares 143,288 Value ($000) $3,820 Avg Close — Range —
Q4 2021
Shares 145,170 Value ($000) $4,044 Avg Close — Range —
Q3 2021
Shares 145,706 Value ($000) $4,074 Avg Close — Range —
Q2 2021
Shares 140,612 Value ($000) $3,937 Avg Close — Range —
Q1 2021
Shares 142,592 Value ($000) $3,983 Avg Close — Range —
Q4 2020
Shares 148,384 Value ($000) $4,180 Avg Close — Range —
Q3 2020
Shares 155,214 Value ($000) $4,362 Avg Close — Range —