ISHARES TR

Ticker: USHY CUSIP: 46435U853 Class: BROAD USD HIGH

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

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

Q4 2025
Shares 240,489 Value ($000) $8,993 Avg Close — Range —
Q3 2025
Shares 232,696 Value ($000) $8,791 Avg Close — Range —
Q2 2025
Shares 238,192 Value ($000) $8,935 Avg Close — Range —
Q1 2025
Shares 296,970 Value ($000) $10,931 Avg Close — Range —
Q4 2024
Shares 86,140 Value ($000) $3,169 Avg Close — Range —
Q3 2024
Shares 27,152 Value ($000) $1,022 Avg Close — Range —
Q2 2024
Shares 27,722 Value ($000) $1,006 Avg Close — Range —
Q1 2024
Shares 28,477 Value ($000) $1,042 Avg Close — Range —
Q4 2023
Shares 28,003 Value ($000) $1,018 Avg Close — Range —
Q3 2022
Shares 49,316 Value ($000) $1,658 Avg Close — Range —
Q2 2022
Shares 73,067 Value ($000) $2,530 Avg Close — Range —
Q1 2022
Shares 78,566 Value ($000) $3,053 Avg Close — Range —
Q4 2021
Shares 90,104 Value ($000) $3,711 Avg Close — Range —
Q3 2021
Shares 81,179 Value ($000) $3,369 Avg Close — Range —
Q2 2021
Shares 22,841 Value ($000) $953 Avg Close — Range —
Q1 2021
Shares 19,735 Value ($000) $813 Avg Close — Range —
Q2 2020
Shares 24,122 Value ($000) $922 Avg Close — Range —
Q1 2020
Shares 32,488 Value ($000) $1,153 Avg Close — Range —
Q4 2019
Shares 16,125 Value ($000) $663 Avg Close — Range —