UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBDX — iShares iBonds Dec 2032 Term Corporate ETF
CIK 1463217
IRVING, TX
All Filings in IBDX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDX | $1,793,260 | 70,964 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBDX | $1,673,746 | 65,560 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBDX | $1,513,937 | 59,092 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBDX | $1,416,212 | 56,010 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBDX | $1,333,416 | 53,358 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBDX | $226,185 | 9,202 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IBDX | $221,260 | 8,606 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 IBDX | $449,706 | 18,126 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 IBDX | $444,552 | 17,620 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||