Ishares Tr 0-5yr invt gr cp shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Ishares Tr 0-5yr invt gr cp (SLQD) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Ishares Tr 0-5yr invt gr cp
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Quarterly reported holdings in Ishares Tr 0-5yr invt gr cp by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $335k | 6.8k | 49.20 |
| 2023-09-30 | $606k | 13k | 48.00 |
| 2023-06-30 | $701k | 15k | 48.21 |
| 2023-03-31 | $788k | 16k | 48.48 |
| 2022-12-31 | $452k | 9.5k | 47.86 |
| 2022-09-30 | $494k | 10k | 47.44 |
| 2022-06-30 | $480k | 9.9k | 48.49 |
| 2022-03-31 | $479k | 9.7k | 49.36 |
| 2021-12-31 | $542k | 11k | 51.04 |
| 2021-09-30 | $552k | 11k | 51.65 |
| 2021-06-30 | $609k | 12k | 51.84 |
| 2021-03-31 | $631k | 12k | 51.77 |
| 2020-12-31 | $788k | 15k | 52.21 |
| 2020-09-30 | $608k | 12k | 52.10 |
| 2020-06-30 | $510k | 9.8k | 52.13 |
| 2020-03-31 | $702k | 14k | 50.11 |
| 2019-12-31 | $442k | 8.7k | 51.08 |
| 2019-09-30 | $409k | 8.0k | 51.08 |
| 2019-06-30 | $351k | 6.9k | 51.00 |
| 2019-03-31 | $347k | 6.9k | 50.42 |
| 2018-12-31 | $346k | 7.0k | 49.60 |
| 2018-09-30 | $232k | 4.7k | 49.71 |
More positions owned by United Capital Financial Advisers
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