UCFA
IBDC

United Capital Financial Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

United Capital Financial Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,088
Closed -$211K – 1413
2019
Q4 		$211K Buy
8,088
+328
+4% +$8.55K ﹤0.01% 1263
2019
Q3 		$203K Sell
7,760
-1,070
-12% -$27.9K ﹤0.01% 1198
2019
Q2 		$231K Buy
+8,830
New +$230K ﹤0.01% 1321

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

United Capital Financial Advisors's IBDC Position: Q1 2020 in Review

United Capital Financial Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 8,088 shares — an estimated $211K sold.

United Capital Financial Advisors first reported a position in IBDC in Q2 2019 and held it in 3 quarters. The position peaked at $231K in Q2 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • United Capital Financial Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,088 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $211K.
  • United Capital Financial Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q2 2019 and held it in 3 quarters.
  • United Capital Financial Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $231K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on United Capital Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.