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Ishares Tr ibnd dec25 etf shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr ibnd dec25 etf (IBDQ) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr ibnd dec25 etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibnd dec25 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 dec25 etf by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 239k 24.76
2023-09-30 $3.9M 159k 24.37
2023-06-30 $3.9M 158k 24.38
2023-03-31 $3.1M 126k 24.53
2022-12-31 $3.3M 138k 24.32
2022-09-30 $3.3M 137k 24.13
2022-06-30 $3.6M 144k 24.70
2022-03-31 $3.7M 148k 25.25
2021-12-31 $4.4M 166k 26.42
2021-09-30 $5.0M 185k 26.85
2021-06-30 $4.9M 181k 26.99
2021-03-31 $4.8M 180k 26.83
2020-12-31 $4.9M 179k 27.37
2020-09-30 $3.1M 114k 27.13
2020-06-30 $3.2M 118k 26.98
2020-03-31 $3.5M 141k 24.97
2019-12-31 $3.8M 146k 25.94
2019-09-30 $3.4M 133k 25.88
2019-06-30 $3.6M 142k 25.61
2019-03-31 $3.4M 135k 24.87
2018-12-31 $3.9M 164k 23.60
2018-09-30 $6.9M 289k 23.91
2018-06-30 $12M 501k 23.93
2018-03-31 $12M 509k 24.27
2017-12-31 $13M 504k 25.03
2017-09-30 $13M 502k 25.14
2017-06-30 $12M 489k 24.98
2017-03-31 $11M 453k 24.67
2016-12-31 $11M 431k 24.34
2016-09-30 $11M 415k 25.61
2016-06-30 $10M 392k 26.00
2016-03-31 $9.5M 381k 24.86
2015-12-31 $8.9M 373k 23.97

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 dec25 etf

Bank of America Corporation
UBS Group
Capital Advisors
Mercer Global Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Us Bancorp
Kathmere Capital Management
Stifel Financial
Sigma Investment Counselors
Royal Bank of Canada
Mariner Wealth Advisors
Sound View Wealth Advisors Group
Golub Group
Stratos Wealth Partners

View all funds holding Ishares Tr ibnd dec25 etf