ISHARES TR

Ticker: IBTE CUSIP: 46436E874 Class: IBONDS 24 TRM TS

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

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

Q3 2024
Shares 26,475 Value ($000) $635 Avg Close — Range —
Q2 2024
Shares 23,145 Value ($000) $555 Avg Close — Range —
Q1 2024
Shares 36,736 Value ($000) $879 Avg Close — Range —
Q4 2023
Shares 12,561 Value ($000) $300 Avg Close — Range —