United Capital Financial Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

United Capital Financial Advisors’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-9,422	Closed	-$231K	–	1404
2017 Q4	$231K	Buy	+9,422	New	+$232K	﹤0.01%	1200
2017 Q3	–	Sell	-10,276	Closed	-$253K	–	1368
2017 Q2	$253K	Buy	+10,276	New	+$253K	﹤0.01%	1131
2016 Q1	–	Sell	-9,304	Closed	-$227K	–	1322
2015 Q4	$227K	Sell	9,304 -172,948	-95%	-$4.25M	﹤0.01%	1099
2015 Q3	$4.5M	Buy	182,252 +14,844	+9%	+$365K	0.05%	340
2015 Q2	$4.12M	Sell	167,408 -43,604	-21%	-$1.08M	0.05%	389
2015 Q1	$5.26M	Buy	211,012 +46,248	+28%	+$1.15M	0.06%	321
2014 Q4	$4.05M	Buy	164,764 +38,692	+31%	+$952K	0.06%	292
2014 Q3	$3.09M	Buy	126,072 +60,348	+92%	+$1.49M	0.05%	330
2014 Q2	$1.62M	Buy	65,724 +51,340	+357%	+$1.26M	0.03%	455
2014 Q1	$350K	Buy	+14,384	New	+$350K	0.01%	739

Other funds holding IBCD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

United Capital Financial Advisors's IBCD Position: Q1 2018 in Review

United Capital Financial Advisors sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2018, closing a stake of 9,422 shares — an estimated $231K sold.

United Capital Financial Advisors first reported a position in IBCD in Q1 2014 and held it in 10 quarters. The position peaked at $5.26M in Q1 2015. 19 funds tracked by Wall St. Rank hold IBCD as of Q1 2018.

United Capital Financial Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 9,422 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2018, an estimated $231K.
United Capital Financial Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q1 2014 and held it in 10 quarters.
United Capital Financial Advisors's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $5.26M in Q1 2015.
19 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.