UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in IBTM — iShares iBonds Dec 2032 Term Treasury ETF
CIK 1463217
IRVING, TX
All Filings in IBTM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTM | $6,980,144 | 304,411 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 IBTM | $5,749,666 | 249,173 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 IBTM | $1,557,088 | 67,319 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 IBTM | $1,067,072 | 46,334 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 IBTM | $425,960 | 18,609 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||