UCFA
IBDF

United Capital Financial Advisors’s iShares iBonds Dec 2016 Term Corporate ETF IBDF Stock Holding History

United Capital Financial Advisors’s Portfolio IBDF Stock Details IBDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-414,239
Closed -$10.4M – 1360
2016
Q3 		$10.4M Buy
414,239
+28,685
+7% +$719K 0.1% 246
2016
Q2 		$9.64M Buy
385,554
+20,815
+6% +$520K 0.1% 246
2016
Q1 		$9.14M Buy
364,739
+8,118
+2% +$203K 0.1% 224
2015
Q4 		$8.98M Buy
+356,621
New +$8.98M 0.1% 215