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IBTEIBTE
5 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in iShares iBonds Dec 2024 Term Tr

UNITED CAPITAL FINANCIAL ADVISORS, LLC previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr), worth $0 as of 2024-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$299,705

Total Shares Change

-12,561

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q4
Latest
Exited
0
-100.0%
$00.0%$23.73
0
2024-Q3
Increased
26,475
+14.4%
$635,4000.0%$23.65
28
2024-Q2
Decreased
23,145
-37.0%
$555,0170.0%$23.34
0
2024-Q1
Increased
36,736
+192.5%
$879,4600.0%$23.04
40
2023-Q4
New
12,561
-
$299,7050.0%$22.79
32

Other major holders of IBTE: CAPTRUST FINANCIAL ADVISORS

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