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Ishares Tr edge us fixd inm shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Ishares Tr edge us fixd inm (SYSB) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Ishares Tr edge us fixd inm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge us fixd inm 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 edge us fixd inm by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9M 110k 89.76

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)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Apple Common Stock (AAPL)
Repligen Corporation Common Stock (RGEN)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Alphabet Inc. Class A Common Stock (GOOGL)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr edge us fixd inm

Envestnet Asset Management
LPL Financial
Cetera Investment Advisers
Envestnet Portfolio Solutions
CWM
Resources Investment Advisors
Bank of New York Mellon
Mml Investors Services
Park Avenue Securities
BlackRock
United Capital Financial Advisers
Goldman Sachs Group
Goss Wealth Management
Janney Montgomery Scott
Foundations Investment Advisors

View all funds holding Ishares Tr edge us fixd inm