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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

Tip: Access up to 7 years of quarterly data

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
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

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr ibnd dec24 etf

Bank of America Corporation
UBS Group
AE Wealth Management
Wells Fargo & Company
Glenview Trust
Raymond James Financial Services Advisors
Us Bancorp
Mercer Global Advisors
Stifel Financial
HighTower Advisors
Royal Bank of Canada
Golub Group
Commonwealth Equity Services
Benjamin F. Edwards & Company
Motley Fool Wealth Management

View all funds holding Ishares Tr ibnd dec24 etf