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Ishares Tr ibnd dec24 etf shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr ibnd dec24 etf (IBDP) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr ibnd dec24 etf

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All positions including Ishares Tr ibnd dec24 etf 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 Tr ibnd dec24 etf by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 160k 25.21
2024-06-30 $4.1M 164k 25.13
2024-03-31 $5.2M 207k 25.05
2023-12-31 $5.3M 213k 24.91
2023-09-30 $3.2M 128k 24.73
2023-06-30 $3.2M 131k 24.62
2023-03-31 $3.2M 130k 24.59
2022-12-31 $4.0M 163k 24.42
2022-09-30 $4.1M 169k 24.35
2022-06-30 $4.2M 171k 24.75
2022-03-31 $4.4M 177k 25.10
2021-12-31 $5.1M 197k 25.93
2021-09-30 $5.9M 224k 26.29
2021-06-30 $5.9M 222k 26.37
2021-03-31 $5.9M 224k 26.39
2020-12-31 $6.1M 231k 26.58
2020-09-30 $4.8M 182k 26.44
2020-06-30 $4.9M 185k 26.36
2020-03-31 $5.2M 208k 24.72
2019-12-31 $5.4M 211k 25.69
2019-09-30 $5.1M 198k 25.69
2019-06-30 $5.2M 206k 25.48
2019-03-31 $4.8M 195k 24.88
2018-12-31 $5.0M 209k 23.90
2018-09-30 $7.8M 323k 24.10
2018-06-30 $13M 542k 24.07
2018-03-31 $14M 564k 24.39
2017-12-31 $14M 555k 25.05
2017-09-30 $14M 542k 25.18
2017-06-30 $13M 521k 25.06
2017-03-31 $12M 479k 24.75
2016-12-31 $11M 453k 24.48
2016-09-30 $11M 426k 25.62
2016-06-30 $10M 394k 26.00
2016-03-31 $9.4M 380k 24.79
2015-12-31 $8.9M 372k 24.00