ISHARES TR

Ticker: IBDX CUSIP: 46436E312 Class: IBONDS DEC 2032

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

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

Q4 2025
Shares 65,560 Value ($000) $1,674 Avg Close — Range —
Q3 2025
Shares 59,092 Value ($000) $1,514 Avg Close — Range —
Q2 2025
Shares 56,010 Value ($000) $1,416 Avg Close — Range —
Q1 2025
Shares 53,358 Value ($000) $1,333 Avg Close — Range —
Q4 2024
Shares 9,202 Value ($000) $226 Avg Close — Range —
Q3 2024
Shares 8,606 Value ($000) $221 Avg Close — Range —
Q1 2024
Shares 18,126 Value ($000) $450 Avg Close — Range —
Q4 2023
Shares 17,620 Value ($000) $445 Avg Close — Range —