UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTO — iShares iBonds Dec 2033 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTO | $2,441,512 | 100,103 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTO | $1,966,487 | 80,085 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTO | $1,557,411 | 63,181 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTO | $1,079,028 | 44,024 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTO | $425,072 | 17,421 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||