UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTI — iShares iBonds Dec 2028 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTI | $26,330,350 | 1,181,634 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTI | $23,358,252 | 1,044,411 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTI | $17,859,670 | 797,841 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTI | $10,886,480 | 486,873 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTI | $6,298,240 | 283,067 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBTI | $1,431,930 | 65,373 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IBTI | $767,848 | 34,119 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IBTI | $443,236 | 20,304 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 IBTI | $243,061 | 11,081 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||