ISHARES TR

Ticker: IBDU CUSIP: 46436E205 Class: IBONDS DEC 29

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

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

Q4 2025
Shares 127,120 Value ($000) $2,975 Avg Close — Range —
Q3 2025
Shares 115,377 Value ($000) $2,708 Avg Close — Range —
Q2 2025
Shares 93,548 Value ($000) $2,182 Avg Close — Range —
Q1 2025
Shares 86,482 Value ($000) $2,000 Avg Close — Range —
Q4 2024
Shares 74,943 Value ($000) $1,709 Avg Close — Range —
Q3 2024
Shares 53,401 Value ($000) $1,255 Avg Close — Range —
Q2 2024
Shares 51,503 Value ($000) $1,168 Avg Close — Range —
Q1 2024
Shares 49,977 Value ($000) $1,140 Avg Close — Range —
Q4 2023
Shares 50,211 Value ($000) $1,158 Avg Close — Range —
Q3 2023
Shares 63,150 Value ($000) $1,383 Avg Close — Range —
Q2 2023
Shares 63,926 Value ($000) $1,435 Avg Close — Range —
Q1 2023
Shares 65,181 Value ($000) $1,491 Avg Close — Range —
Q4 2022
Shares 64,833 Value ($000) $1,437 Avg Close — Range —
Q3 2022
Shares 66,024 Value ($000) $1,439 Avg Close — Range —
Q2 2022
Shares 71,802 Value ($000) $1,641 Avg Close — Range —
Q1 2022
Shares 77,038 Value ($000) $1,888 Avg Close — Range —
Q4 2021
Shares 91,235 Value ($000) $2,401 Avg Close — Range —
Q3 2020
Shares 87,412 Value ($000) $2,364 Avg Close — Range —
Q2 2020
Shares 92,957 Value ($000) $2,487 Avg Close — Range —
Q1 2020
Shares 108,636 Value ($000) $2,619 Avg Close — Range —
Q4 2019
Shares 120,619 Value ($000) $3,081 Avg Close — Range —