UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTP — iShares iBonds Dec 2034 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTP | $2,438,950 | 95,160 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTP | $1,970,335 | 76,340 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTP | $1,561,725 | 60,275 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTP | $1,079,009 | 41,975 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTP | $426,969 | 16,633 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||