ISHARES TR

Ticker: IBTJ CUSIP: 46436E825 Class: IBONDS 29 TRM TS

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

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

Q4 2025
Shares 1,055,383 Value ($000) $23,160 Avg Close — Range —
Q3 2025
Shares 805,137 Value ($000) $17,677 Avg Close — Range —
Q2 2025
Shares 486,420 Value ($000) $10,662 Avg Close — Range —
Q1 2025
Shares 282,943 Value ($000) $6,160 Avg Close — Range —
Q4 2024
Shares 64,060 Value ($000) $1,366 Avg Close — Range —
Q3 2024
Shares 27,132 Value ($000) $600 Avg Close — Range —
Q2 2024
Shares 13,048 Value ($000) $279 Avg Close — Range —