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Ishares Tr core strm usbd shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr core strm usbd

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr core strm usbd 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 core strm usbd by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-06-30 $582k 13k 46.64
2023-03-31 $926k 20k 47.16
2022-12-31 $4.4M 94k 46.44
2022-09-30 $4.7M 102k 46.10
2022-06-30 $5.0M 106k 47.40
2022-03-31 $5.0M 103k 48.46
2021-12-31 $5.4M 107k 50.43
2021-09-30 $5.8M 114k 51.07
2021-06-30 $5.8M 112k 51.29
2021-03-31 $6.3M 122k 51.29
2020-12-31 $6.4M 123k 51.64
2020-09-30 $6.3M 123k 51.55
2020-06-30 $6.2M 121k 51.47
2020-03-31 $7.6M 150k 50.50
2019-12-31 $8.9M 176k 50.40
2019-09-30 $8.9M 176k 50.49
2019-06-30 $8.8M 174k 50.43
2019-03-31 $8.7M 174k 49.86
2018-12-31 $7.9M 162k 49.06
2018-09-30 $7.7M 158k 49.00
2018-06-30 $7.7M 156k 49.08
2018-03-31 $6.7M 136k 49.35
2017-12-31 $6.5M 130k 49.83
2017-09-30 $6.6M 132k 50.27
2017-06-30 $7.5M 150k 50.26
2017-03-31 $7.6M 153k 50.12
2016-12-31 $8.4M 167k 50.00
2016-09-30 $8.3M 165k 50.65
2016-06-30 $57M 1.1M 51.00
2016-03-31 $97M 966k 100.62
2015-12-31 $82M 827k 99.27
2015-09-30 $76M 759k 100.34
2015-06-30 $72M 720k 100.36
2015-03-31 $62M 618k 100.93
2014-12-31 $59M 592k 100.19
2014-09-30 $15M 150k 100.10
2014-06-30 $7.0M 69k 100.55
2014-03-31 $2.8M 28k 100.26

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 core strm usbd

State of Wisconsin Investment Board
Charles Schwab Investment Management
Trust Point
Bank of America Corporation
Spinnaker Trust
Raymond James & Associates
UBS Group
Mariner Wealth Advisors
Townsend & Associates
Cahaba Wealth Management
Wells Fargo & Company
Prosperity Planning
MBL Wealth
Jpmorgan Chase & Co
Courage Miller Partners

View all funds holding Ishares Tr core strm usbd