United Capital Financial Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-166,608
| Closed | -$4.37M | – | 1301 |
|
|
2015
Q3 | $4.37M | Buy |
166,608
+15,300
| +10% | +$401K | 0.05% | 348 |
|
|
2015
Q2 | $3.93M | Sell |
151,308
-34,328
| -18% | -$891K | 0.05% | 403 |
|
|
2015
Q1 | $4.96M | Buy |
185,636
+42,600
| +30% | +$1.14M | 0.06% | 335 |
|
|
2014
Q4 | $3.78M | Buy |
143,036
+27,960
| +24% | +$739K | 0.06% | 309 |
|
|
2014
Q3 | $3.01M | Buy |
115,076
+56,424
| +96% | +$1.47M | 0.05% | 341 |
|
|
2014
Q2 | $1.55M | Buy |
58,652
+45,736
| +354% | +$1.21M | 0.03% | 467 |
|
|
2014
Q1 | $332K | Buy |
+12,916
| New | +$332K | 0.01% | 753 |
|