UNITED CAPITAL FINANCIAL ADVISERS, LLC – iShares 1-3 Year Treasury Bond ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$37.97M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-1.91%
quarter
iShares 1-3 Year Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -42.15% | -340.70K shares | -28.94M | $81.21 | 467.55K |
| Q2 2022 | share | Increase | +15.82% | 110.39K shares | 8.74M | $82.79 | 808.25K |
| Q1 2022 | share | Increase | +12.93% | 79.89K shares | 5.30M | $83.35 | 697.85K |
| Q4 2021 | share | Increase | +14.05% | 76.12K shares | 6.18M | $85.55 | 617.96K |
| Q3 2021 | share | Increase | +7.37% | 37.18K shares | 3.19M | $86.08 | 541.83K |
| Q2 2021 | share | Increase | +7.75% | 36.27K shares | 3.08M | $86.05 | 504.64K |
| Q1 2021 | share | Increase | +2.68% | 12.22K shares | 995K | $86.1 | 468.37K |
| Q4 2020 | share | Increase | +6.68% | 28.57K shares | 2.41M | $86.17 | 456.15K |
| Q3 2020 | share | Decrease | -48.77% | -407.03K shares | -35.29M | $86.16 | 427.57K |
| Q2 2020 | share | Decrease | -64.42% | -1.51M shares | -130.99M | $86.1 | 834.61K |
| Q1 2020 | share | Increase | +675.30% | 2.04M shares | 177.68M | $85.91 | 2.34M |
| Q4 2019 | share | Decrease | -43.67% | -234.55K shares | -19.95M | $83.64 | 302.53K |
| Q3 2019 | share | Decrease | -69.30% | -1.21M shares | -102.74M | $83.29 | 537.08K |
| Q2 2019 | share | Decrease | -27.33% | -657.83K shares | -54.18M | $82.8 | 1.74M |
| Q1 2019 | share | Decrease | -51.60% | -2.56M shares | -213.36M | $81.68 | 2.40M |
| Q4 2018 | share | Increase | +375.36% | 3.92M shares | 328.92M | $80.9 | 4.97M |
| Q3 2018 | share | Increase | +258.60% | 754.43K shares | 62.60M | $79.86 | 1.04M |
| Q2 2018 | share | Decrease | -44.06% | -229.80K shares | -19.25M | $79.75 | 291.73K |
| Q1 2018 | share | Increase | +93.33% | 251.76K shares | 20.96M | $79.62 | 521.53K |
| Q4 2017 | share | Decrease | -25.21% | -90.92K shares | -7.84M | $79.73 | 269.77K |
| Q3 2017 | share | Decrease | -8.52% | -33.61K shares | -2.85M | $80 | 360.69K |
| Q2 2017 | share | Decrease | -25.66% | -136.11K shares | -11.51M | $79.84 | 394.30K |
| Q1 2017 | share | Decrease | -2.29% | -12.42K shares | -1.01M | $79.69 | 530.42K |
| Q4 2016 | share | Increase | +41.57% | 159.40K shares | 13.23M | $79.53 | 542.84K |
| Q3 2016 | share | Decrease | -36.23% | -217.87K shares | -18.50M | $79.88 | 383.44K |
| Q2 2016 | share | Decrease | -10.70% | -72.03K shares | -6.14M | $80 | 601.32K |
| Q1 2016 | share | Decrease | -38.93% | -429.26K shares | -35.76M | $79.59 | 673.35K |