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Ishares Tr ibonds dec 27 shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr ibonds dec 27 (IBMP) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr ibonds dec 27

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds dec 27 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 ibonds dec 27 by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 109k 25.41
2023-09-30 $3.0M 122k 24.48
2023-06-30 $3.0M 120k 25.07
2023-03-31 $3.2M 125k 25.46
2022-12-31 $3.5M 138k 25.08

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 ibonds dec 27

Bank of America Corporation
Mercer Global Advisors
Us Bancorp
HighTower Advisors
Wilbanks Smith & Thomas Asset Management
Wells Fargo & Company
Kathmere Capital Management
Heartwood Wealth Advisors
Hengehold Capital Management
UBS Group
Raymond James Financial Services Advisors
Hills Bank And Trust Company
Praetorian Wealth Management
Crumly & Associates
Goldman Sachs Group

View all funds holding Ishares Tr ibonds dec 27