UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBMO — iShares iBonds Dec 2026 Term Muni Bond ETF
CIK 1463217
IRVING, TX
All Filings in IBMO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 IBMO | $2,182,239 | 85,061 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IBMO | $2,218,183 | 87,606 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 IBMO | $2,374,382 | 93,664 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 IBMO | $2,802,230 | 109,844 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 IBMO | $3,037,314 | 122,423 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 IBMO | $3,025,402 | 120,151 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 IBMO | $3,182,442 | 124,655 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 IBMO | $3,662,760 | 145,290 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 IBMO | $3,635,732 | 147,614 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 IBMO | $3,584,621 | 141,461 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 IBMO | $3,773,168 | 147,921 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 IBMO | $4,029,153 | 149,922 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||