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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,088
Closed -$211K – 1394
2019
Q4 		$211K Buy
8,088
+328
+4% +$8.56K ﹤0.01% 1247
2019
Q3 		$203K Sell
7,760
-1,070
-12% -$28K ﹤0.01% 1183
2019
Q2 		$231K Buy
+8,830
New +$231K ﹤0.01% 1300