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Ishares Ibonds Dec 2024 Term T shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Ibonds Dec 2024 Term T shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Ibonds Dec 2024 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2024 Term T held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2024 Term T by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $635k 27k 24.00
2024-06-30 $555k 23k 23.98
2024-03-31 $880k 37k 23.94
2023-12-31 $300k 13k 23.86

More positions owned by United Capital Financial Advisers

Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Microsoft Corporation Common Stock (MSFT)
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Eli Lilly And Company Common Stock (LLY)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Ibonds Dec 2024 Term T

Bank of America Corporation
Hm Payson & Co
Captrust Financial Advisors
Hills Bank And Trust Company
LPL Financial
Wells Fargo & Company
Renaissance Technologies
CliftonLarsonAllen Wealth Advisors
Capital Investment Advisors
First Western Trust Bank
Connecticut Wealth Management
Campbell Wealth Management
Thrivent Financial for Lutherans
Integrated Wealth Concepts
Horizon Advisory Services

View all funds holding Ishares Ibonds Dec 2024 Term T