ISHARES TR

CUSIP: 46436E866 Class: IBONDS 25 TRM TS

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

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

Q3 2025
Shares 1,001,688 Value ($000) $23,404 Avg Close — Range —
Q2 2025
Shares 651,802 Value ($000) $15,226 Avg Close — Range —
Q1 2025
Shares 376,867 Value ($000) $8,807 Avg Close — Range —
Q4 2024
Shares 163,969 Value ($000) $3,824 Avg Close — Range —
Q3 2024
Shares 120,633 Value ($000) $2,825 Avg Close — Range —
Q2 2024
Shares 114,883 Value ($000) $2,668 Avg Close — Range —
Q1 2024
Shares 156,646 Value ($000) $3,639 Avg Close — Range —
Q4 2023
Shares 145,223 Value ($000) $3,381 Avg Close — Range —