United Capital Financial Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-182,156
| Closed | -$4.38M | – | 1343 |
|
|
2015
Q3 | $4.38M | Buy |
182,156
+16,832
| +10% | +$405K | 0.05% | 346 |
|
|
2015
Q2 | $3.96M | Sell |
165,324
-36,560
| -18% | -$875K | 0.05% | 402 |
|
|
2015
Q1 | $4.99M | Buy |
201,884
+45,972
| +29% | +$1.14M | 0.06% | 334 |
|
|
2014
Q4 | $3.76M | Buy |
155,912
+30,128
| +24% | +$726K | 0.06% | 312 |
|
|
2014
Q3 | $3.02M | Buy |
125,784
+60,812
| +94% | +$1.46M | 0.05% | 338 |
|
|
2014
Q2 | $1.57M | Buy |
64,972
+50,884
| +361% | +$1.23M | 0.03% | 466 |
|
|
2014
Q1 | $333K | Buy |
+14,088
| New | +$333K | 0.01% | 751 |
|