UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBMP — iShares iBonds Dec 2027 Term Muni Bond ETF
CIK 1463217
IRVING, TX
All Filings in IBMP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBMP | $4,337,163 | 170,486 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBMP | $3,376,387 | 132,981 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBMP | $3,092,690 | 121,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBMP | $2,781,554 | 109,726 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBMP | $2,780,597 | 109,992 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBMP | $2,332,514 | 92,781 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IBMP | $2,197,327 | 86,339 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IBMP | $2,205,531 | 88,186 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 IBMP | $2,368,899 | 94,116 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 IBMP | $2,768,278 | 108,923 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 IBMP | $2,984,968 | 121,935 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 IBMP | $3,018,051 | 120,409 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 IBMP | $3,192,607 | 125,397 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 IBMP | $3,450,420 | 137,604 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||