ISHARES TR

Ticker: IBTL CUSIP: 46436E460 Class: IBONDS DEC 2031

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

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

Q4 2025
Shares 317,769 Value ($000) $6,522 Avg Close — Range —
Q3 2025
Shares 224,705 Value ($000) $4,622 Avg Close — Range —
Q2 2025
Shares 136,608 Value ($000) $2,800 Avg Close — Range —
Q1 2025
Shares 65,613 Value ($000) $1,334 Avg Close — Range —