UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTJ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $26,166,384 | 1,197,930 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTJ | $23,160,379 | 1,055,383 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTJ | $17,676,782 | 805,137 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTJ | $10,662,326 | 486,420 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTJ | $6,159,669 | 282,943 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBTJ | $1,366,143 | 64,060 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 IBTJ | $599,752 | 27,132 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 IBTJ | $278,835 | 13,048 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||