United Capital Financial Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

United Capital Financial Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-166,608	Closed	-$4.37M	–	1301
2015 Q3	$4.37M	Buy	166,608 +15,300	+10%	+$398K	0.05%	348
2015 Q2	$3.93M	Sell	151,308 -34,328	-18%	-$909K	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%	+$736K	0.06%	309
2014 Q3	$3.01M	Buy	115,076 +56,424	+96%	+$1.49M	0.05%	341
2014 Q2	$1.55M	Buy	58,652 +45,736	+354%	+$1.2M	0.03%	467
2014 Q1	$332K	Buy	+12,916	New	+$329K	0.01%	753

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's IBDD Position: Q4 2015 in Review

United Capital Financial Advisors sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q4 2015, closing a stake of 166,608 shares — an estimated $4.37M sold.

United Capital Financial Advisors first reported a position in IBDD in Q1 2014 and held it in 7 quarters. The position peaked at $4.96M in Q1 2015. 17 funds tracked by Wall St. Rank hold IBDD as of Q4 2015.

United Capital Financial Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q4 2015 after selling out during the quarter.
United Capital Financial Advisors sold 166,608 iShares iBonds Mar 2023 Term Corporate ETF shares in Q4 2015, an estimated $4.37M.
United Capital Financial Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2014 and held it in 7 quarters.
United Capital Financial Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $4.96M in Q1 2015.
17 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.