ISHARES TR

Ticker: IBDV CUSIP: 46436E726 Class: IBONDS DEC 2030

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

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

Q4 2025
Shares 118,125 Value ($000) $2,607 Avg Close — Range —
Q3 2025
Shares 81,590 Value ($000) $1,807 Avg Close — Range —
Q2 2025
Shares 76,596 Value ($000) $1,684 Avg Close — Range —
Q1 2025
Shares 70,220 Value ($000) $1,525 Avg Close — Range —
Q4 2024
Shares 66,310 Value ($000) $1,416 Avg Close — Range —
Q3 2024
Shares 64,011 Value ($000) $1,419 Avg Close — Range —
Q2 2024
Shares 63,056 Value ($000) $1,341 Avg Close — Range —
Q1 2024
Shares 64,014 Value ($000) $1,370 Avg Close — Range —
Q4 2023
Shares 64,429 Value ($000) $1,394 Avg Close — Range —
Q3 2023
Shares 68,140 Value ($000) $1,389 Avg Close — Range —
Q2 2023
Shares 74,313 Value ($000) $1,575 Avg Close — Range —
Q1 2023
Shares 76,992 Value ($000) $1,658 Avg Close — Range —
Q4 2022
Shares 82,051 Value ($000) $1,707 Avg Close — Range —