UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTK — iShares iBonds Dec 2030 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTK | $24,379,954 | 1,236,306 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTK | $18,341,304 | 924,228 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTK | $4,661,085 | 234,520 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTK | $2,809,998 | 141,633 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTK | $1,400,971 | 71,260 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 IBTK | $238,741 | 12,439 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||