United Capital Financial Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $231K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $253K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Sell |
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|
2015
Q3 | $4.5M | Buy |
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|
2015
Q2 | $4.12M | Sell |
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|
2015
Q1 | $5.26M | Buy |
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|
2014
Q4 | $4.05M | Buy |
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|
2014
Q3 | $3.09M | Buy |
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|
2014
Q2 | $1.62M | Buy |
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|
2014
Q1 | $350K | Buy |
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