UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1463217
IRVING, TX
All Filings in IBDW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $1,932,341 | 92,324 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBDW | $1,776,155 | 83,979 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBDW | $1,661,037 | 78,277 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBDW | $1,650,209 | 78,432 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBDW | $1,514,625 | 72,994 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBDW | $1,433,270 | 70,431 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IBDW | $1,369,029 | 64,516 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IBDW | $1,287,096 | 63,435 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 IBDW | $1,571,685 | 76,705 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 IBDW | $1,604,482 | 77,250 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||